The Data Export function provides the ability to export Action information into a Microsoft Excel spreadsheet. The following data can be extracted from the system.

  • Directorate
  • Business Unit
  • Responsible Person
  • Action Title (including Action number)
  • Start Date
  • End Date
  • Action Status
  • Percent Complete
  • Comments

 

  • STEP 1: To perform action export, go to Administration > Data Exports > Action Export.
    You can either choose to export data for all actions or choose from the many filtering options available. The 'All Actions' checkbox is ticked by default.
  • STEP 2: Untick 'All' Actions' and tick any of the desired filtering options.
  • STEP 3: Click 'Export' to extract the action data.

  • STEP 4: Download the Microsoft Excel file to your preferred location.