Export Audit Checklist Results

This article explains how to export Audit 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.

Export Checklist Results from the Answer Summary Page

Follow the steps below to export checklist results:

1. Navigate to My Workspace Audits to access the Audit Queue page.
2. Select the desired audit from the Audit Queue. You can use the filters in the left panel or the search bar to quickly locate a specific audit. The Audit Details page opens.
3. Click on the hyperlink in the Checklist field. The Answer Summary window displays with checklist details.
4. 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.

     

Exporting Individual Checklist Results

1. To export individual checklist details as a PDF, navigate to the Queue page and select the desired audit from the list.  

2. In the Audit Details screen, scroll down to the Checklists section and select the individual checklist.

   

3. Select Save as PDF. The selected checklist will be exported as a PDF.

   

   ℹ️ Notes

   Individual checklist results can be exported only when the checklist status is marked as Completed.

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