Exporting Attestation Checklist Details

This article explains how to export Attestation checklist details as a PDF or Excel file, whether you’re exporting a single checklist or a summary of all checklist results. Exported files will include all available checklist details, such as questions, sections, and answers.

Follow these steps to export Attestation Checklist Details:

1. Navigate to the My Workspace Attestations. The Attestations dashboard will be displayed.

2. Click on All Attestations in the left side panel. All Attestations will be displayed as a list.

   

3. Click on the desired attestation from the list. You can also use the filter from the left panel or use the search bar to find the desired audit. It will open the Attestation Details screen.
4. Click on the hyperlink in the Checklist field. The Answer Summary window displays with checklist details.
5. Use one of the following export options to download the checklist results:
   • Export: Allows you to export the checklist results in Excel format. You can choose between two formats, Classic or Enhanced, depending on the level of detail needed.

   • Save as PDF: Exports the checklist results in the PDF format.

     

6. After your report is ready, it will appear in the download icon notification, as shown below.
7. Click on the Download Center in the top-right corner of the page to download it.

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