> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rdrive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate an issue/defect/record report into CSV

> ⭐️Before exporting a report to CSV, there should be a Data Export Template created from the company level.

⭐️[Before exporting a report to CSV, there should be a Data Export Template created from the company level.](https://docs.rdrive.io/setup/company/data-export/how-to-create-a-data-export-template)

If you have any specific requirements/ideas for the Data Export Template, you can contact the admin to arrange your [own template.](https://docs.rdrive.io/setup/company/data-export/how-to-create-a-data-export-template)

***

**TABLE OF CONTENTS**

* [via Plan Viewer](#via-plan-viewer)

* [via Issue Finder](#via-issue-finder)

  * [To Batch Download](#to-batch-download)

***

### **via Plan Viewer**

Click the Menu icon ≡ in the top left corner to unfold the Menu and access to the Plan Viewer, and then select your drawing.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/vqEzr922zSeRaduUa6MQLm2euVnR7-wMNA.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=19afee6c31b958a4029555bc705125c3" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/vqEzr922zSeRaduUa6MQLm2euVnR7-wMNA.jpg" />

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/OUYTeVNSQ6smvzd76TURmO_gIoitCoRUWA.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=76990d47abfc4181d14fac73fa1c1e0b" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/OUYTeVNSQ6smvzd76TURmO_gIoitCoRUWA.jpg" />

Click on the issue/defect/record pin as circled below. Once selected, the details will populate on the left of your screen. 

Then click the 3 dots **⋮** button at the top right corner of the detail display as shown below.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/zFX941aPxkwZkkCohD_5X9r53MKi_b2r_Q.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=c92203a91a554accceba91bdff327e13" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/zFX941aPxkwZkkCohD_5X9r53MKi_b2r_Q.jpg" />

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/CcWM2fpTeh-yYL6PTVYqwhmbtphQcyYdVQ.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=ba32a2cf77bcda40e49d1bf4b470ccef" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/CcWM2fpTeh-yYL6PTVYqwhmbtphQcyYdVQ.jpg" />

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/5N0CsxEsnckU8X5HQ6-v4YqRtj5fHg3RMA.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=7011446a6204f20dbab14bd873ce1d55" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/5N0CsxEsnckU8X5HQ6-v4YqRtj5fHg3RMA.jpg" />

In the unfolded Menu, select "**Download"** and the download options will pop-up as below.

Select "**CSV"**, then select the Data Export Template you want and click "**Download**" as circled below.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/ejMkLIuCBmHYeOPDTd2pS9uKRxWW0cLu1g.png?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=530cf7f3ec1e88d42113b06c5c337c5e" alt="Generate an issue/defect/record report into CSV" width="707" height="526" data-path="images/kb/103000035111/ejMkLIuCBmHYeOPDTd2pS9uKRxWW0cLu1g.png" />

***

### **via Issue Finder**

Simply click the Menu icon ≡ in the top left corner of your screen to unfold the Menu. Then select your chosen category and subcategory to access the Issue/defect/record page.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/91bqSRQ1a7GeUJsX1LfGm4XaMCXISjIJ9Q.jpeg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=8b2e4631614ef70242e26477f3760393" alt="Generate an issue/defect/record report into CSV" width="1024" height="768" data-path="images/kb/103000035111/91bqSRQ1a7GeUJsX1LfGm4XaMCXISjIJ9Q.jpeg" />

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/a1wcU0ve1Jg-D-q_oKa9l7Do96OxnE5_0w.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=16323f66f31574119b768ef090954130" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/a1wcU0ve1Jg-D-q_oKa9l7Do96OxnE5_0w.jpg" />

Select your issue/defect/record and expand the menu by clicking the **≡** button.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/T8PfQr65BvEePle-F_s4gynJPLHNMTZd_A.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=649a0d1aeba8aacb0e640372af0e4b10" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/T8PfQr65BvEePle-F_s4gynJPLHNMTZd_A.jpg" />

In the Menu, select "**Download**" and click "**CSV**". Then select the Data Export Template you want and click "**Download**" as circled below to complete report export.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/TOSAXeizd3ACxgz_02RiBlTaUUGCb-iVjw.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=f6e5099b0c57a99e62b9e6fdefa81149" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/TOSAXeizd3ACxgz_02RiBlTaUUGCb-iVjw.jpg" />

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/D9mTA0zeVi4gp2Or6zB0AcEVqaMUYiG61w.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=98c13e5ad31ce4f8f9d1ec342bb2cf25" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/D9mTA0zeVi4gp2Or6zB0AcEVqaMUYiG61w.jpg" />

***

## **To Batch Download**

To download a batch of multiple issues/defects/records, you must first switch the mode from "**Browse**" to "**Select**" as shown below. 

In "**Select**" mode, you can select multiple issues to export the report as necessary.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/q7WlQvyIOOFV_mqoxRQfJBwfV0SkiYlFfw.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=75a46fefd5da0213ce51eb4eb69b2cf9" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/q7WlQvyIOOFV_mqoxRQfJBwfV0SkiYlFfw.jpg" />

You can also refine your download by filtering and searching for relevant issues/defects/records, which can be done via the search bar at the top of your screen as shown below.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/E5MJS-FO1LQSViw0iiM4De2XwgO1qqXxEA.jpg?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=d0ddbe0a83eb871f858443968c320503" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/E5MJS-FO1LQSViw0iiM4De2XwgO1qqXxEA.jpg" />

Select the desired issue(s)/defect(s)/record(s) on the left, they will be highlighted in grey as shown below. Once you are happy with the issues/defects/records selected, click the "**Download**" button highlighted below.

If you wish to batch download **all** the issues/defects/records listed on the left. It can be done by clicking the "**S\*\*\*\*elect All**" button circled below (left) next to the "**Download**" button.

Clicking the "**D\*\*\*\*eselect All**" button circled below (right) will clear all selected items.

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/cZBt4dtZpKiUSdClT-81d8LaO_OBNRAuVg.png?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=578a5b49f73fc17ce57864e91d83cac1" alt="Generate an issue/defect/record report into CSV" width="705" height="531" data-path="images/kb/103000035111/cZBt4dtZpKiUSdClT-81d8LaO_OBNRAuVg.png" />

After clicking "**Download"**, the download options will pop-up as below.

Simply click "**CSV**"and select the Data Export Template you want and click "**Download**" as circled below to complete the report export. 

<img src="https://mintcdn.com/rdrive/3Cjbk54eFSJ_c9xH/images/kb/103000035111/mnd7bhKFMTo3urlU3Ed75zlrCiFSBUAI4g.png?fit=max&auto=format&n=3Cjbk54eFSJ_c9xH&q=85&s=9996d567e48bb4cd3ac8506cc2e712e6" alt="Generate an issue/defect/record report into CSV" width="960" height="720" data-path="images/kb/103000035111/mnd7bhKFMTo3urlU3Ed75zlrCiFSBUAI4g.png" />
