{"id":7934,"date":"2026-05-17T06:21:04","date_gmt":"2026-05-17T03:21:04","guid":{"rendered":"http:\/\/mohamed"},"modified":"2026-05-18T14:59:57","modified_gmt":"2026-05-18T11:59:57","slug":"downloading-and-exporting-reports","status":"publish","type":"docs","link":"https:\/\/docs.tawarly.com\/ar\/rise-audit-pro-documentation\/reports-and-dashboards\/downloading-and-exporting-reports\/","title":{"rendered":"Downloading and Exporting Reports"},"content":{"rendered":"<h2>Overview<\/h2>\n<p>Report downloads and exports let administrators keep or share reporting outputs outside the live CRM interface.<\/p>\n<h2>What this feature does<\/h2>\n<p>They help convert summaries into files that can be reviewed, archived, or sent to authorized stakeholders.<\/p>\n<h2>Why it is useful<\/h2>\n<ul>\n<li>It supports audits and internal reporting.<\/li>\n<li>It creates offline records.<\/li>\n<li>It helps management review system activity without logging into RISE CRM.<\/li>\n<\/ul>\n<h2>Who should read this?<\/h2>\n<p>System Owner, RISE Admin, Compliance Officer.<\/p>\n<h2>Where to find it<\/h2>\n<p>Rise Audit Pro \u2192 Reports, Executive Summary, or other report pages where export is available.<\/p>\n<h2>How to use it<\/h2>\n<ol>\n<li>Open the report page.<\/li>\n<li>Apply the correct date range or filters.<\/li>\n<li>Review the report on screen.<\/li>\n<li>Click the export, download, or print action if available.<\/li>\n<li>Store the generated file securely.<\/li>\n<\/ol>\n<h2>Example workflow<\/h2>\n<p>A compliance officer exports a quarterly report and stores it in the company&#8217;s internal compliance folder.<\/p>\n<h2>Screenshot<\/h2>\n<div class=\"docs-screenshot-required\" style=\"color:#b42318; font-weight:700; background:#fff1f1; border:1px solid #f3b4b4; padding:12px 14px; border-radius:8px; margin:18px 0;\">\n  Screenshot required<br \/>\n  Capture from: Rise Audit Pro \u2192 Reports or Executive Summary \u2192 Export \/ Download\n<\/div>\n<h2>Common mistakes<\/h2>\n<ul>\n<li>Exporting reports with the wrong date range.<\/li>\n<li>Sending reports to unauthorized people.<\/li>\n<li>Leaving exported files in public or unsecured locations.<\/li>\n<\/ul>\n<h2>Related articles<\/h2>\n<ul>\n<li>Exporting Activity Logs<\/li>\n<li>Executive Summary<\/li>\n<li>Sensitive Data and Privacy Notes<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>Overview Report downloads and exports let administrators keep or share reporting outputs outside the live CRM interface. What this feature does They help convert summaries into files that can be reviewed, archived, or sent to authorized stakeholders. Why it is useful It supports audits and internal reporting. It creates offline records. It helps management review [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":8283,"menu_order":15,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-7934","docs","type-docs","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Downloading and Exporting Reports - Tawarly Ltd<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"ar_AR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Downloading and Exporting Reports - Tawarly Ltd\" \/>\n<meta property=\"og:description\" content=\"Overview Report downloads and exports let administrators keep or share reporting outputs outside the live CRM interface. 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