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Preview and export a register

Use the register preview dialog to review grouped register entries, adjust filters, and export the data to PDF or CSV.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the register preview​

Open the register preview dialog from your register screen to see a read-only table of the current register, with rows grouped by priority and status.

Open the register preview

Step 2: Review grouped register details​

Scan the grouped sections, headings, and status chips to understand which items are most critical, and use the scrollable table to review key fields and dates.

Review grouped register details

Step 3: Apply or adjust filters​

Use the compact filter bar to choose preset filters, refine the visible rows, and review the applied filter chips that summarise your current view.

Apply or adjust filters

Step 4: Regenerate the register with filters​

Select Regenerate to refresh the preview with your chosen filter payload so that the on-screen table, print view, and CSV export all match.

Regenerate the register with filters

Step 5: Print or save as PDF​

Select the Print option to generate a consistent print layout of the current register, then print it or save it as a PDF from your browser.

Print or save as PDF

Step 6: Download as CSV​

Select the Download CSV option to export the current filtered register as a CSV file that you can open in Excel or another spreadsheet tool.

Download as CSV

Step 7: Clear filters and refresh​

Use the remove filter controls to clear individual filters or reset presets, then refresh the preview to return to an unfiltered view of the register.

Clear filters and refresh

Last updated: 2026-08-31