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Export Overview

Excel Export

Export complete risksheets or selected rows to Excel with full formatting and formula preservation.

PDF Export

Generate professional PDF documents with custom layouts, branding, and multi-page formatting.

Column Visibility Control

Manage which columns appear in exports independently from the display view.

PDF Customization

Use custom scripts and templates to enhance PDF export appearance and content.

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Quick Start

Export your first risksheet in three steps:
  1. Select content — Choose the rows and columns you want to export
  2. Choose format — Pick Excel or PDF based on your distribution needs
  3. Export — Download the file and review

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Export Formats Comparison

FormatBest ForFeaturesCustomization
ExcelData analysis, stakeholder review, further processingFull formula preservation, conditional formatting, multiple sheetsColumn selection, row filtering
PDFFormal documentation, compliance records, archivalProfessional layout, branding integration, multi-page supportCustom scripts, template-based rendering, page templates

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Common Export Tasks

Export to Excel — Learn how to export risk data with formulas, formatting, and linked content intact. Export to PDF — Create professional PDF documents with custom styling and multi-page layouts. Control Column Visibility in Exports — Configure which columns appear in exports independent of display settings. Customize PDF Export Scripts — Enhance PDF output with custom rendering logic and conditional content. Add Multi-Page Images to PDF — Embed large images and diagrams across multiple PDF pages.

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Export Workflow

diagram
  • Pre-filter before export — Use saved views to limit data before exporting large risksheets
  • Test PDF templates — Preview custom PDF scripts with a small dataset first
  • Verify formulas — Check that calculated columns export correctly in Excel
  • Archive exports — Store PDF exports for compliance and audit trails
Export column visibility is independent from your display view. You can hide columns on screen but include them in exports, or vice versa. Configure export visibility before exporting.

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Next Steps

Support TicketsSource Code
  • ExportToExcel.ts
  • ExportToPdf.ts
  • ExportToExcelCommand.ts
  • PdfExportConfigurationService.java
  • CommandFactory.ts