How do I generate an issue/defect/record report into CSV?

⭐️Before exporting a report to CSV, there should be a Data Export Template created from the company level.

If you have any specific requirements/ideas for the Data Export Template, you can contact the admin to arrange your own template.

via Plan Viewer

Press the Menu icon ≡ in the top left corner to unfold the Menu and gain access to the Plan Viewer. then select your drawing.

Click on the issue/defect/record pin as circled below. Once selected, the details will populate on the left-hand side of your screen. 

Then press the 3 dots ⋮ button at the top right corner of the detail display as shown below.

Once the Menu has unfolded, select "Download" and the download options will appear in a window as below.

Select "CSV", then choose the ideal Data Export Template you wish to use and press "Download" as circled below.

via Issue Finder

Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu. Then select your chosen category and subcategory to get entry to the Issue/defect/record page.

Select your issue/defect/record and click the Menu ≡ button to expand the menu.

When the Menu has unfolded, select "Download" and press "CSV". Then select the ideal Data Export Template you wish to use and press "Download" as circled below to complete.

To Batch Download

To download a batch of multiple issues/defects/records, you must first switch the mode from "Browse" to "Select" as shown below. 

When in "Select" mode, you can select multiple issues to export the report as necessary.

You also have the option of refining your download whereby you can filter and search the relevant issues/defects/records.

This can be done via the search bar located at the top of your screen as shown below.

Press the desired issue(s)/defect(s)/record(s) on the left-hand side of your screen, the selected issue(s)/defect(s)/record(s) will be highlighted in grey as shown below. Once you are happy with the issues/defects/records selected, press the "Download" button highlighted in the image below.

If you wish to batch download all of the issues/defects/records listed on the left-hand side of your screen there is an even easier way to do this. This can be done by pressing the "Select All" button circled below (left) followed by the "Download" button highlighted below.

Pressing the "Deselect All" button circled below (right) will remove all chosen selections listed.

When the download has been selected, your download options window will appear as shown below.

Simply press "CSV", then select the ideal Data Export Template you wish to use and click "Download" as circled below to complete.