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Preview and export a project register

Review a register in a grouped table, refine filters, and export it to CSV or print-ready PDF.

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 the latest generated data in a grouped table view.

Open the register preview

Step 2: Review grouped register entries​

Scan the grouped rows, using the coloured status tones and column headings to understand critical items and overall register status.

Review grouped register entries

Step 3: Apply or adjust filters​

Use the compact filter bar and applied filter chips at the top of the dialog to include or exclude items based on preset filter options.

Apply or adjust filters

Step 4: Regenerate the register with new filters​

Select the regenerate action to refresh the preview so it reflects your updated filter choices and displays the latest matching records.

Regenerate the register with new filters

Step 5: Download the register as CSV​

Use the Download CSV button to export the current previewed data set, including applied filters, as a CSV file for further analysis or reporting.

Download the register as CSV

Step 6: Print or save a PDF version​

Use the Print option to open a print-ready version of the register that matches the on-screen preview, then print it or save it as a PDF.

Print or save a PDF version

Last updated: 2026-07-13