Who this is for: Anyone who can view the data. Exporting from the Reports area needs Export Audit Reports.
What | Where | How |
Audit records | Audit Records | Export in the toolbar — exports the current filtered view |
Findings | Audit Findings | Export in the toolbar |
Templates | My Audit Templates | Export, or Tools for the selected rows |
Auditor Register | Audit Settings → Auditor Register | Export |
Audit reports and charts | Reports → Audits | Export — choose the date range and sections, then Export PDF or Export Excel |
A single audit report | Audit Records | Open the report from the audit’s ⋮ menu, then Download |
A blank template | Template preview | Download — for conducting an audit on paper |
Filter first, then export. Every table export reflects the filters currently applied, not the whole table.
Exporting from Reports. The Export Audit Report window lets you tick exactly which sections to include — status overview, recent completed audits, scheduled versus completed, corrective actions, findings trends, root cause trend, open findings and the location charts — so you can build a pack for a management meeting without the rest.