Export a CSV bundle
Alongside the PDF diary export, Rated5 can build a CSV bundle (a ZIP file containing one CSV per record type) for anyone who wants to work with their data in a spreadsheet rather than read it as a formatted document.
Open Manage → Reports
The same screen used for the PDF export. Owners, managers and readonly-role team members can generate a CSV bundle from here; Editor-role team members can record data but can't export it.
Choose your date range
Pick a preset (last 28 days, 3 months, 12 months) or set a custom range. As with the PDF export, a single request is capped at 366 days.
Generate the CSV bundle
Rated5 builds a ZIP file containing separate CSVs for each underlying record type (readings, checks, corrective actions and the rest) rather than one combined file.
Download and open
Unzip it and open individual CSVs in a spreadsheet application, or import them into whatever system you use for further analysis.
The CSV bundle vs the PDF
The PDF diary export is a structured document: a safe methods section, day-by-day pages and appendices. The CSV bundle covers the same underlying records as rows and columns, split into a separate file per record type, for filtering, sorting or importing into another system.
Both exports draw on the same data and the same date-range rules: up to 366 days per request, available to Owner, Manager and Read-only roles.
Part of the wider reports & EHO exports feature set.
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