Data - Previewing and exporting

The steps below show you how to preview data from the record list and export it.

Previewing data

1. Log into the platform BSIConnect.app
2. Select the record type from the menu on the left (Actions, Checklists, Findings and Audits).
3. To preview a record from within the record list, hover over the record then select the preview icon .

4. The record will open in reading view.  The record can be exported from reading view by selecting the export option, located in the top right corner. The record will be exporting in PDF format.

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Exporting data

1. Log into the platform BSIConnect.app
2. Select the record type you wish to export from the menu on the left (Actions, Checklists, Findings and Audits).
3. You may wish to first sort your data or search data such as ‘all open records’.
4. To export the record list, select Export.

5. The data will be exported to your computer downloads folder in Excel format: