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Preview and export a register

Use the preview dialog to review grouped register entries, refine them with filters, and export a consistent PDF or CSV snapshot.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the register preview​

Open the register preview dialog from your register view to see a table of entries grouped by priority, with clear status chips and tones.

Open the register preview

Step 2: Review grouped register entries​

Scan the grouped rows from highest concern to lowest, using the coloured group headers and status chips to understand risk and progress at a glance.

Review grouped register entries

Step 3: Apply filters to focus the view​

Use the filter bar at the top of the dialog to add or adjust filters, then review the applied filter chips to confirm exactly which items are in scope.

Apply filters to focus the view

Step 4: Remove filters you no longer need​

Remove individual filters using their chips, or clear all filters to return to the full register view and ensure nothing important is hidden.

Remove filters you no longer need

Step 5: Export the register as a PDF for printing​

Select the print or PDF export option to generate a formatted register document that mirrors the on-screen layout for sharing or hard-copy filing.

Export the register as a PDF for printing

Step 6: Download the register as a CSV​

Use the CSV download option to export the current filtered register data into a spreadsheet-friendly file for further analysis or reporting.

Download the register as a CSV

Last updated: 2026-07-16