Sometimes you want to take data from your register to a meeting, discuss results, or prepare a report. In Pharius, you can easily export a register, with or without compliance information.
You can also apply filters beforehand, for example when you only want to include elements that are relevant for a specific meeting.
Follow these steps
- Open Compliance and select the register you want to export.
- Click Export and choose CSV or Excel. Indicate whether you want to include compliance data.
- The file is automatically generated and can be downloaded, opened, and further edited.
Read also: consult reports
You don’t always need to export data. In the reports, you get a clear overview of key elements and can directly open tasks or legislation to check their current status.
Alternative method: export via the three‑dot menu
You can also export a register without opening it first. Click the three vertical dots to the right of the register name.
Choose Export register to CSV or Export register to Excel. You can also directly export the compliance data.