Data Export

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 Planning & Metrics =>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 MS Excel file to your preferred location.

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Last revised: September 23, 2018