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Export to Spreadsheet

There may be times that the user may need to provide evidence of the risk assessment and the Areas and Indexes covered. Using the Export to Spreadsheet located under the Record Options, the user can print or save as a digital file displaying the findings, actions and activities completed during the risk assessment.

Follow these steps to Export to Spreadsheet:

  1. Under the Record Options, click the Export to Spreadsheet button. A window will open to allow the user to refine what to export.
  • By default the check box labeled Include all risk levels is checked. If the user does not want this, the check box may be unchecked.
  • By default the Limit to Area(s) has all areas selected, the user may refine what area will be printed out. If the user does not want an area, click on the X to the right of the Area name.
  1. Click Export. A window will open. The user will have the ability to open the file, Save the file, Save as a different name.
  2. Select Open. The file will open in excel.