We offer a number of Excel Exports out of Cirrus that can help you with reporting, process management, or other objectives in your organization
Anywhere you see an Export to Excel button, you can export.
In some cases the export will only include the records displayed on the page that you are viewing in Cirrus. If your export does not include all of the records you were expecting, check and see if more records can be displayed at the bottom of your list.
On an administrative level, you can export:
- List of Checklists in the system, which includes all fields associated with the checklist, default and custom
- List of Contacts in your system, if using Address Book
- List of SiteDrops/Applications in your system
- Administration Menu Exports for most Objects in Cirrus, including
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- Activity Log. Find out more here
- DocTitles
- Folders
- Responsibilities
- Checklist Types
- Categories
- And More!
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And you can export the following from a Checklist:
- You can print a copy of your Checklist using the Binoculars icon. Find out more here
- Recommendations
- Notes
- eSignature Transactions
- Documents in your Portal and Recycle Bin
- List of Users with access to that checklist
- A list of Sent Checklists and Packages
- SiteDrops/Applications (Applications/Sitedrops that generated the checklist or an Application sent to an additional owner from the Checklist would be listed here)
- The Checklist's Activity Log
- And More!
Just look for the Export to Excel button!