Export

Owned by Anna Ciepłota
Last updated: Dec 10, 2024 by Magdalena Żaczek
3 min read

Contents:

Contents:

To unlock the export features, install BigTemplate.

You can export your risks to:

  • Image (PDF)

  • MS Excel Basic Template (XLSX)

Screenshot of the Export icon in the Risks module.

When you click the Export button, the following dialog will appear.

The export process will be performed in the background. You can close the window and switch to another tab. Once the export is complete, a file will be downloaded to your computer.

Screenshot of the Export window.

PDF image export requires NodeJS installation. If you do not see the PDF image export option, go to the Installation page.

PDF export

The exported PDF file will look similar to the one presented below.

XLSX export

The exported XLSX file will reflect the table view of risks.

After exporting, the file will look like the one presented below.

Column view - adjust export data

You can change the export data by adjusting the column view for the table of risks. The export will include all table columns. 

When adding columns, you can choose between connected tool fields and built-in fields. For more information, go to the Concept of a field page.

To add a column, click the gear icon at the top right corner of the table. Once you click Add new column, you will see a list of values that can be added to your current column view. 

Column customization

Each column can be further customized by clicking on the wrench icon, but column view customization has no impact on export data.

Limitations

Export is disabled

Export is disabled in case there are no risks to be exported.