Export Standard Record Lists

Record-level data for your program records can be exported from both standard and custom record lists in IQ.

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If you are exporting from a standard record list, the file will include, at a minimum, the document date, distribution type, program name, hierarchy name, and the score percentage.

Exports from a custom record list will include data for each column in the record list. 

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 To export data:

• Go to the standard record list for the product (i.e. Audit, Check, Shop, or Survey) 
• If applicable, apply the desired filters to the list of records in the record list
• Click on the triple-dot menu at the top of the record list
• Click on Download

After you've clicked on Export, a new window will open, where you can specify the:

• Filename
• Export format (CSV or Excel)
• Delimiter
• Text Qualifier

Click on Export; depending on the quantity of data your data export can take upwards of 5-10 mins. Once generated, an email will be sent to you with a link.

When you receive the email notification, simply click on the link provided and you will be redirected to the IQ download page, where you can retrieve the file.

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If you have logged out of IQ, you will be required to log in again in order to download the export.

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