Export a Findings List to Excel in the Project Workbench

The Project Portal offline workbench allows you to export findings to a Microsoft Excel file. Once saved, you may print the file or download the file to a flash drive which might be helpful in providing information to auditees.

1. Access the project, work paper or RCM object.
2. Click Findings.

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3. Click Export.
4. An Excel Spreadsheet will open containing all information for every finding in the findings list.
5. Click File/Save to save the list to your hard drive.