This article will help you
- Export audits in PDF, Word, CSV or JSON format
- Bulk Export up to 1,000 audits into a single CSV document
- Archive templates/audits and prevent them from syncing
- Restore templates/audits from the archive
- Permanently delete templates/audits
- Duplicate templates
iAuditor the web interface allows you to export, duplicate and archive both templates and audits. Each of these abilities can be performed on multiple templates/audits.
Most of the steps below can also be performed individually per template or audit, simply click on the template/audit to show the right-hand menu and then look for the relevant button.
Users are able to export audits using iAuditor by first navigating to the “Audits” menu. Once the page has loaded, check any audits you wish to export and then click the “Exporting” drop-down menu. You can now export your audits as PDF, Word, CSV & JSON.
iAuditor the web app does utilize Export Profiles at this stage for PDF only. Export Profiles attached to a template are still transferred between synced devices.
Bulk Exporting Audits
You’re able to bulk export up to 1,000 audits using iAuditor by first navigating to the “Audits” menu, which allows you to directly open the spreadsheet into Microsoft Excel, Apple’s Number, or Google Sheets.
This is the best way to export your data if you want to use a pivot table to drill down into your audit data.
The audits are automatically grouped by the template, so each file will be named by the unique template ID, and inside the file, you will see the data for each audit conducted using that particular template.
For example, if you bulk export all audits, and you want to view all audits conducted from a particular template, they will now be in one convenient file.
The process for exporting individual audits remains as per normal and will have the vertical format, rather than the bulk exporting horizontal format.
To export the audits of one template into one CSV, please follow the steps below:
- Login to iAuditor, the web app
- Go to the audit section
- Click on the “Filter: Off”
- Sort by the template and a date range.
- Tick the box to the left of the search bar to select all audits on the page, then click select all reports.
- Click on export -> select CSV
Both templates and audits can be archived for historical purposes. Archived templates/audits do not sync and are not accessible from iAuditor.
How to Archive:
Just like exporting and duplicating, select the templates/audits you wish to archive, then click the “Archive” button.
How to Restore:
First, load the Archive by clicking on “Templates” or “Audits” from the main menu. Next, click the “Archive” button in the top-right corner of the page. Your archived templates/audits will appear.
You can now unarchive any template/audit by clicking the green “Restore” button next to it. Alternatively, you can also multi-select a number of templates/audits and then click the “Restore” button located next to the search field – this will unarchive all selected files.
Deleting from the Archive:
While in the archive, you can delete any of your templates/audits by clicking the red “Delete” button next to any file. Just like restoring, you can also bulk delete from the archive by multi-selecting and then click the white “Delete” button near the top.
You will be prompted for confirmation before any items are deleted, so be sure you aren’t accidentally deleting the wrong templates/audits.
To duplicate a template, first navigate to the “Templates” menu. Then select the Templates you wish to duplicate by clicking the checkbox next to each one. Finally, click the “Duplicate” button.
You will now see your template copies appear, each with ” – Duplicate” appended to the title.
Duplicating audits can only be completed on the mobile app. The option to duplicate an audit is not available on the website.
On iOS, click on the audit from the audit list to bring up audit details. From there, click on the three dots to bring up a menu with the option to duplicate.
On Android, click and hold on the audit to select it from the audit list. From there, the option to duplicate the audit will show up in the upper-righthand corner.
On Windows App:
On Windows app, click on the audit from the audit list to bring up the audit details. From there, the option to duplicate can be selected from the options at the top of the screen.
You will now see your audit copies appear, each with ” – Duplicate” appended to the title.