Strategy Administration – 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

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Figure 1.1

• STEP 1: To perform action export, go to 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.

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Figure 1.2

• STEP 4: Download the Microsoft Excel file to your preferred location.