Users can export EPC content into a Microsoft Excel spreadsheet (.xlsx) for reporting or analysis. This export allows you to select specific objects from each module and optionally include their associations (such as linked documents, risks, and regulations).
In addition, User-Defined Attributes (UDAs) can be included in the export.
- Currency
- Duration
- Dropdown – Multi-Select
- Dropdown – Single Select
- Number
- Simple Text
- Rich Text
EPC preserves the difference between Environment UDAs vs System UDAs during the import/export process.
How to Export EPC Content to Excel
To export an Excel file, follow the steps below:
- In the main navigation toolbar, click the ellipsis (three-dot menu) and select Export.
- In the Export window, select Excel (.xlsx).
- Expand a module by clicking the “+” icon to view objects available for export.
- Select one or more objects to export:
- Filter (1): In the [Object Type] Manager, filter which object type you want to include in your file.
- Search (2): Type in the search box or use the tree navigator to locate objects.
- Review (3): Selected objects appear in the list. Remove them by clicking X.
- Repeat Step 4 for each module where you want to export content.
- Choose whether to include associations.
- If enabled, associated content (such as linked documents or risks) will be exported alongside the choosen objects.
- Click Next. A confirmation screen will appear:
- Click Export to generate the file.
- Click Back to return to object selection.
- Click Cancel to stop the export.
- Once the export is complete, you will receive a notification.
- Open the notification and click the download link to retrieve your Excel file.
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