Roles and permissions
The following roles can export policy details:
Anyone can export policy details for the policies they see listed in the Policies window.
Policies and their associated details can be exported from Hyperproof to a CSV file or XLSX (Excel) file. To export effective policy documents, see Exporting effective policy documents.
If you include the Controls column in your export, it lists only controls linked directly to the policy, not the controls linked to individual policy sections.
Policies without an Effective version are included in the export, with no values for the Effective Date and Publish link columns.
Note: To include specific fields in your export file, such as custom fields, you must make sure they are displayed in the Grid view for the items you are exporting. Use the Settings option to select the fields you want to display in the Grid view and choose their display order. To access Settings, click the Gear icon in the top right corner of the grid.
To include specific records in your export file, use the Filter options to reduce the number of records displayed in the Grid view. Only items included in the Grid view are included in the export file.
From the left menu, select Policies.
Select the checkboxes next to the policies you want to export.
To select all, select the All checkbox in the upper-left corner of the grid.
Click Export.
Select one of the following options:
Export policies (CSV) - Exports the selected policies to a CSV file. Note that the export doesn't include any policy documents. Includes ID, Name, Description, Owner, Effective Date, Next Version Date, Next review, Publish link, Draft, Policy Type, Updated, Controls, Members.
Export policies (XLSX) - Exports the selected policies to an Excel file. Note that the export doesn't include any policy documents. Includes ID, Name, Description, Owner, Effective Date, Next Version Date, Next review, Publish link, Draft, Policy Type, Updated, Controls, Members.
Click the Download button in the bottom-right corner to download the file now, or check your email to download it later.