How-To: Export Completed Assessments

Detailed instructions for exporting completed assessments (reports).

2 min read

This information is for all users. If you have the necessary permissions to view a completed assessment, then you can also export the data.

Follow these instructions if using the old UI:

  1. On the Complete tab of the Assessment page, locate the assessment you are interested in and click the View Report button.

  1. For an organizational assessment, using the Comparative dashboard, scroll down to the “Org Unit Questions” section and click the button that says CSV with a downward-pointing arrow.

  1. For a vendor or app assessment, using the default Basic Report dashboard, at the top you need to click “Answer Details” first.

  1. At the top of the list of answers, you’ll find the button that says CSV with a downward-pointing arrow.

  1. Save the file.

Follow these instructions if using the new UI:

  1. On the assessment page, make sure you are in the correct assessment target type view- for example, units. Then expand the series name and assessment name to find the specific assessment target, and click on its name.
  1. On the report page, click on the box with the up-arrow icon on the upper right-hand side.
  1. To export the entire page, click the All widgets option, then click Export.
  1. Use the print dialog from your browser to print the report or save it as a PDF.
  1. Alternatively, if you wanted to print the actual responses, you could go to the Responses view and click the same box with the up-arrow icon, then select the type of file you want to export.
  1. Save the file.

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