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Generate Zip File to Export Data

  1. Select Hierarchical Report from the Report dropdown menu.

  2. Select Starting point and set it to the top of the tree.

  3. Under Item Types, select the All checkbox for each item type (e.g. All Incident or Change Requests, All Entities, All Folders, All Risks, etc.).

  4. Click the first tab to the right of the General tab to open it. The tab names may have renamed and may appear differently on your screen.

  5. Select the All checkbox under Attributes and Criteria.

  6. Open each remaining tab to the right of General and select the All checkbox.

  7. Click Generate Zip File. This will put your request in a queue so the report can be generated in the background.

  8. Optional: Enter a name for the report in the Name field.

  9. Optional: Enter a password the Archive Password fields to password protect the report.

  10. Click Add To Queue. This will put your request in a queue so the report can be generated in the background.

  11. Click Queued Requests to view the file’s progress then click Refresh to update the status. Larger files will take longer to generate.

  12. Click the file name once Completed is displayed in the Status column.

  13. Click Download Zip File to download the file.

 

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