Exports - Generate Shareable PDF and Word Reports or Convert to .csv

Use Softools' Export function when in a Report to automatically create beautifully polished and sharable PDF or Word Reports surmising Risks. Or, convert into a .csv (Excel) file format to access even more data manipulation options.

^Example Risk PDF Export^

^Actions Menu 'Export'^

(Found under the Actions Menu)

Softools' RiskPlan offers two main ways of Exporting your Risk data - See below for more information on both Export variants and how to monitor them.

1. Risks or complete Reports as PDF or Word documents
   • Via the Risk Register and Other Reports
2. Monitor and Download your Exports
3. Into a .csv file for a more traditional view, that can offer extra data processing options

Risk Register - Risks as PDF / Word Documents

All Record exporting in RiskPlan is done via the Risk Register, it is from here that you will select the Risks for Export and use the Action Menu to choose the method.

1. Check the box left of 'Title' to toggle on multi-select (much like an email inbox) and choose which Risk Records you'd like to Export. Checking it twice will select all the Risk Records. - Subject to Filters
2. Use the Action Menu '..' in the top to select (3.) Export and bring up the option pane.

^Export Options^

• Give the Export a custom Filename or it will retain the system generated one.
• Use the list to choose the 'Export Type' USE COMBINED RECORD options ONLY - Either a Word or PDF file type, this will generate a Report similar to the one above.
  • See below for how to use a Non-combined Export from the Risk Register.

^Select the correct 'Templated Report'^

• Once a Format is selected you next need to select the correct 'Templated Report'.
  • 1. When Exporting a SINGLE Risk
  • 2. When Exporting MULTIPLE Risks (as this has Page Breaks)
• After choosing the Templated Report click 'Confirm' to start the Export.

Other Reports - Complete Reports as PDF / Word Documents

You also have the ability to effortlessly export the remaining RiskPlan reports as they appear on screen - whether this be for evidential purposes in something like a formal Report, or, simply as a quick sharing method. The method as below, is the same for all five RiskPlan Reports.

1. Use the Action Menu '..' in the top to select (2.) Export and bring up the option pane.

^Name and Select the Type of Export^

• Give the Export a custom Filename or it will retain the system generated one.
• Use the list to choose one of the Non-combined 'Export Type(s)' - Either a Word or PDF file type.
• Once a Format is selected you next need to select the correct 'Templated Report'.
  • Find the one that corresponds to the Report you are exporting

• After choosing the Templated Report click 'Confirm' to start the Export.

^Example Risk Register PDF Export^

Monitoring and Downloading Exports

Use the Bell Icon in the top right to monitor and download your Exports, all time and date stamped via the pane.

^Bell Icon^

^Bell Pane^

• Use the down arrow to download the Export to your device.
• The bin is used to clear the notification or 'Clear All' to remove all.

Note: Sometimes Exports may appear as a Blue 'Running' or more rarely, not at all - In these instances waiting 10seconds and refreshing the page will see them change to a downloadable Green.

.csv File Export

A .csv type Export can be used to export your Risk data into a columnized spreadsheet and increase your options for analysis.

• Simply follow steps 1. and 2. as above to select Risks for Export and open the Export Options.
• Once there either choose to Export 'Report Fields Only' or all Fields by unchecking this.
  • 'Report Fields Only' will Export only the data you can see in the Risk Register for each Risk Record.
  • Unselecting this will Export all the data associated with each Risk Record.
• Click 'Confirm' to start the Export.
• Once started, use the Bell Icon as seen above to monitor and download the Export.

^Example .csv Export^

Columns - Your Risk Record Fields (data).

Rows - Each row represents an individual Risk Record.

Naturally exporting all Fields will leave you with more columns than just Exporting 'Report Fields Only'.