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All collections2 Knowledge2.4 Register2.4.5 View & export register data

2.4.5 View & export register data

View and export register data as CSV or PDF. Apply filters and search on the columns — the export reflects the filtered data. Export at three levels: the whole register log list (log-wise), all entries across logs (entries-wise), or a single log's detail and entries.

Overview

You can view and export register data as CSV or PDF. You filter and search on the columns, and the export includes exactly that filtered data. Exports come at three levels — the whole log list, all entries across logs, or a single log.

🧭 How to use

  1. Open the register.

  2. Filter and search on the columns. Apply the column filters and search you need — the export will include only the filtered/searched data.

  3. Choose the export level and format (CSV or PDF):

Export

What you get

Where you export it from

Register log list (log-wise)

The list of all logs in that register — one row per log

The register's log list

Entries list (entries-wise)

All details and entries across every log

The register's log list

Register log (specific log)

One log's details + all its entries

Inside that log's detail page

  1. The file downloads as CSV or PDF — open it in Excel (CSV) or share/print it (PDF).

🔎 Filter, sort & aggregate on register data

Both the register log list and the register entries list give you three controls on each column (small icons on the column header):

👁 Aggregate (eye icon)

Turn on quick statistics for a numeric column. Available functions:

  • Total

  • Average

  • Median

  • Standard Deviation

Use Select All to switch them all on at once. The values show under the column — for example TOTAL: 305.00, AVERAGE: 17.94, MEDIAN: 12.00, STANDARD DEVIATION: 15.00.

↕ Sort

Sort the column ascending or descending with the up and down arrows.

Filter (funnel icon)

Open the filter to search and pick values:

  • Type in Search in filters to find a value quickly.

  • Tick the values you want (multi-select).

  • Reset clears it and OK applies it.

⬇️ Exports reflect what you see

When you download the register as CSV or PDF, it comes out exactly as set on screen — the aggregate functions (on or off), the filters, and the sorting you have applied are all carried into the downloaded file.

❓ FAQ

1. What formats can I export in?

CSV or PDF.

What are the three export levels?

Register log list (all logs in the register, log-wise), Entries list (all details + entries across logs, entries-wise), and Register log (one specific log's details + entries).

How do I export a single log?

Open that log's detail page and export from there — you'll get its details and all its entries.

How do I control what gets exported?

Filter and search on the columns. The export reflects whatever the column filter and search show — so filter first, then export.

Is there a date-range filter?

No — there is no date-range filter in Register. You filter and search on the columns instead.

Can I export from an archived register?

Yes — an archived register accepts no new logs, but its historical logs stay viewable and exportable.

Who can view and export logs?

Team Access users see only their own team's logs; Project Access users and Auditors see all teams' logs. Auditors are read-only.

Which columns can show aggregates?

Numeric columns — turn on Total, Average, Median and Standard Deviation.

Can I filter and sort at the same time?

Yes — each column has its own sort and filter, and they work together.

How do I find a value in a long filter list?

Use the Search in filters box, then tick the values you want.

Do my filters and aggregates appear in the download?

Yes — CSV and PDF exports include the aggregates you switched on, plus your filters and sorting.

How do I clear a filter?

Open the filter and press Reset.

💡 Good to know

  • Export as CSV or PDF.

  • Three levels: Register log list, Entries list, and a single Register log (from its detail page).

  • Filter and search on the columns — the export reflects the filtered data. No date-range filter.

  • Archived registers remain viewable and exportable.

  • Team vs Project access controls what you see; Auditors are read-only.

  • The three column controls are on both the register log list and the register entries list.

  • Aggregates are a quick way to summarise a numeric column without exporting.

🔗 Related articles

  • 2.4.3 Fill a register — logs & entries

  • 2.4.4 Register approvals — seek approval, redo & levels

  • 2.4.1 Register — overview & key concepts

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