On the Data Exports page of your KCM GRC account, you can download the data export CSV files that you generated in other areas of your account.
How Do I Export Data?
You can generate a CSV file from pages that have an Export CSV button. To learn which pages have an Export CSV button, see the table under the What Data Can I Export? section below.
To export a CSV file from a page in your account, follow the steps below.
- From the navigation panel, navigate to the page you'd like to export data from.
Tip: If there are filters available on the page that you are exporting data from, you can apply these filters to limit the data that will be included in your export. To limit the data that will be included in your export, apply your desired filters to the applicable table or page before you click the Export CSV button.
- On the page, click the Export CSV button.
- In the Export to CSV window, enter a name for your data export. You can use this name to identify your export when downloading it from the Data Exports page.
- Click the Create Export button to create your data export.
- Download your export from the Data Exports page.
Depending on the amount of data included in your export, some CSV files may take more time to generate. Once your CSV file is ready to download, you will receive an email notification from KCM GRC. Additionally, on the Data Exports page, the export will show a Status of Process Complete when it is ready to be downloaded.
The Data Exports Page
On the Data Exports page, you can download the CSV file exports that you have generated in your account. To learn more about the Data Export page, see the details below.
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Export Name: The name that you entered when you created the export.
- Your exports will be listed in the order that they were created. If you'd like to sort the column alphabetically, you can click the arrows next to Export Name.
Note: On the Data Exports page, users, except for Account Administrators, will only be able to see the exports that they can create. For example, the Vendor Administrator user role would only be able to see the Vendor List exports on this page. To learn more about user permissions, see our User Roles Guide.
- Your exports will be listed in the order that they were created. If you'd like to sort the column alphabetically, you can click the arrows next to Export Name.
- Status: The status of your export. You can download your export when this column shows the Process Complete status.
- Type: This column displays the export type, depending on which page you exported the data from. To learn more about each export type, see the What Data Can I Export? section below.
- Date Created: The date that you created the export.
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Download: You can click the download icon to download your export as a CSV file.
- The CSV file name will include the name you chose for the export and the date that the export was created. The file name format is: [[My_export_name]]-YYYY-MM-DD.csv.
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Delete: Click the delete icon to delete your export.
Important: Your exports will automatically be deleted 13 months after they were created.
What Data Can I Export?
The following table lists the types of data that you can export and where you can export this data from. To learn more about an export, click the link in the Details column.
| Export Type | Details |
|---|---|
| Controls | Navigate to the Controls page to export your controls.
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| Campaign List | Navigate to Policy Management > Campaigns to export a list of your policy campaigns.
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| Campaign Report | Navigate to a policy campaign to export information about that campaign.
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| Policy List | Navigate to Policy Management > Policies to export a list of the policies that you've added to your account.
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| Scoped Requirements | Navigate to a scope and click the Requirements tab to export the requirements in a scope.
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| Tasks | Navigate to the Tasks page to export the tasks in your account.
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| Vendor Issue List | Navigate to Vendor Management > Vendor Dashboard to export the vendor issues you've created for questionnaire responses.
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| Vendor List | Navigate to Vendor Management > Vendors to export a list of your vendors.
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Frequently Asked Questions
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Question: Will the CSV files that are already available on the Data Exports page be updated when changes occur in my account?
Answer: The CSV files on the Data Exports page will not be updated when changes occur in your account. When you create an export, a CSV file is created with the data that is available in your platform at the time of the export. If you make changes to your account after creating the export, the CSV file will not reflect these changes.
- Question:Why isn't the data in my CSV file in the same order as the data in my KCM GRC account? Answer: When you open your CSV file in a spreadsheet program, the order of the data may not match the order of the data in your account. We recommend sorting your spreadsheet alphabetically before reviewing your data. If you'd like to compare your CSV file to the data in your account, you can alphabetically sort both your spreadsheet and your data in KCM GRC.
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Question: Why aren't my special characters showing correctly when I open my CSV file in Microsoft Excel?
Answer: If your export contains characters from East Asian languages, they may not display properly in your CSV file. Make sure to turn on the East Asian language features in Excel. To learn more, see Microsoft's Turn on East Asian language features in Office for Mac article.