Exporting findings from RightHub is simple and easy to do. For frequent access, consider inviting stakeholders directly to the platform for real-time viewing without repeated exports.
- Locate the Export Icon
In the top-right corner of your findings list, you’ll see a download icon (highlighted in the image above). This icon is used to export the current view of your findings.
- Customize Your Filters (Optional)
Before exporting, you may want to apply specific filters to refine the data. Use the Advanced Filters and Status Options at the top of the screen to adjust your findings list.
- Select Specific Findings (Optional)
If you only want to export certain findings, select them by checking the boxes next to each entry. When you proceed with the export, only these selected findings will be included. If no findings are selected, the export will include all findings in your current view.
- Click the Export Icon and Choose Format
Once you’re ready to export, click the download icon. A dropdown will appear, allowing you to choose between Excel and CSV formats. Select your preferred format to start the download.
- Access Your Downloaded File
The file will download in the format you chose, compatible with most data tools. Open it to review, analyze, or share your findings.
Tips for Exporting
- Filter First: Narrow your findings by using the table filters before exporting.
- Customize Columns: The export will reflect all visible columns, so adjust your table view if needed.
For ongoing stakeholder access, inviting them directly to RightHub may be more efficient than repeated exports.