Export Approval Data

Capable approval makes it easy to export your data for auditing purposes by utilizing our batch export feature. This feature allows you to export up to 5,000 pages of approval data at one time, streamlining the process and ensuring that you have all the necessary information at your fingertips.

To access this feature, navigate to the ‘Search’ tab within the approval interface. Here, you will find options that facilitate the export process, making it user-friendly and efficient.

Step-by-Step Guide to Exporting Approval Data

1. Access the Approval Interface:

   • Log in to your account and navigate to the approval interface.

   • Locate the ‘Search’ tab, which is typically positioned at the top of the interface.

2. Select Your Criteria:

   • Within the ‘Search’ tab, you will have the option to filter your approval data based on various criteria such as date range, status, and specific approvers.

   • Adjust these filters according to the data you need for your audit.

3. Initiate the Export:

   • Once you have set your criteria, look for the export option within the search results.

   • Click on the export button, which will prompt you to choose the format in which you would like to receive your data (e.g., CSV, Excel, PDF).

4. Batch Export Limitations:

   • Remember that you can export up to 5,000 pages of data at one time. If your search results exceed this limit, consider refining your criteria to ensure you stay within the allowable export range.

5. Download Your Data:

   • After initiating the export, your data will be processed. Depending on the size of the data, this may take a few moments.

   • Once the export is complete, a download link will be provided. Click on this link to save the file to your device.

6. Review Your Exported Data:

   • Open the downloaded file to ensure that all the necessary information has been captured accurately.

   • Check for any discrepancies or missing data that may need to be addressed.

Sample Export File

Open the following file to see an example:

example-approval-export.csv

Tips for Effective Data Exporting

• Plan Ahead: Before exporting, have a clear understanding of what data you need and how it will be used. This will help you set your filters effectively.

• Regular Exports: Consider scheduling regular exports for ongoing audits to maintain up-to-date records without the need for last-minute scrambles.

• Data Security: Ensure that exported data is stored securely, especially if it contains sensitive information. Follow your organization’s data handling policies.

Column Example

Here is a list of example columns you may want to include in your export:

Conclusion

The batch export feature in the approval interface is a powerful tool that simplifies the process of gathering data for audits. By following the steps outlined in this guide, you can efficiently export the necessary approval data, ensuring that you are well-prepared for any auditing requirements.