Exports
Export EnaTTO period indicators, dashboards and record lists to Excel or CSV, how confidential rows appear in the file and how long export files are kept.
- EnaTTO app
This article was verified with an older release. Screen names or steps may differ in the current version.
You can export indicators and the main record lists as Excel or CSV files. Files are prepared in the background and kept for 7 days.
Required role
- Export reports and lists: Owner and TTO staff.
Request an export
Open Reports → Exports, or click Export this period on the Indicators tab.
Choose the Data: Period indicators, IP dashboard, Projects dashboard, Invention disclosures, Patent applications, Projects or Funding calls. For indicators and dashboards choose the Period. Choose the Format: Excel or CSV.
Click Prepare file. The export appears under My exports as Waiting, then Preparing, then Ready. Click Download.
Only you can download your files. They are deleted after 7 days (Expired). Each request is written to the audit log.
What the file contains
- Record lists follow your own permissions and record access at the moment of the request.
- Confidential and strictly confidential records appear with their code and status only; title, summary, people, numbers, dates and amounts are empty.
- Internal notes and planned disclosures are never included.
- Project budget totals are included only for people who manage projects.
The Audit log has its own Export as Excel; see Audit log.
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