Export Assessments

Exporting assessments allows downloading quality check data to a file for further analysis, reporting, or exchange. This instruction will show how to export quality assessments in the needed format.

When It Will Be Useful

  • You need to save assessment data for reporting or archiving.
  • You want to analyze assessments in spreadsheet editors (Excel, Google Sheets).
  • You need to transfer quality information to other departments or systems.
  • You want to create a backup copy of assessment data.

What's Important to Know

  • Export assessments — downloading quality check data to a file in the selected format.
  • You can export all assessments or only filtered ones.
  • Available formats: CSV, XLS, XLSX depending on system settings.
  • Data displayed in the current list are exported, taking into account filters.

Before You Start

  • You are logged in with analyst rights.
  • You have navigated to the Quality Assurance module through the menu Apps -> Quality Assurance.
  • You have an assessments list open (all or filtered).

Step-by-Step Instructions

Export from Assessments Page (All Assessments)

  1. In the Quality Assurance module, go to the "Assessments" section.
  2. (Optional) Apply filters to select specific assessments:
    • Period (from/to dates)
    • Status (evaluated, approved)
    • Operator
    • Checklist
    • Score range
    • Critical violations
  3. (Optional) Use Quick Search to search for specific assessments — Quick Search is also included in export.
  4. Click the "Export" button on the toolbar.
  5. The system makes an API request with all active filters (including Quick Search).
  6. The browser automatically downloads a CSV file named assessments_export.csv.
  7. The file contains columns: id, dialog (ID - Title), checklist, operator (first + last name), score, critical_count, status, assessed_at.

Export from "My Assessments" Page (for Operators)

  1. In the Quality Assurance module, go to the "My Assessments" section.
  2. The system automatically filters assessments by the current user (operator_id).
  3. (Optional) Apply filters:
    • Period (from/to dates)
    • Checklist
  4. Click the "Export" button on the toolbar.
  5. The system automatically adds filter operator_id = current user to export.
  6. The browser automatically downloads a CSV file named my_assessments_export.csv.
  7. The file contains only assessments of the current operator considering active filters.

What Happens After

The file with assessment data is downloaded to your computer:

  • CSV file is ready to open in Excel, Google Sheets, or other tools.
  • Data contains only assessments matching active filters and search.
  • For "My Assessments", the file contains only assessments of the current operator.

How to Verify Everything Worked

  • Check that the file downloaded with the correct name (assessments_export.csv or my_assessments_export.csv).
  • Open the file in Excel or another tool and verify that data matches the filtered assessments list.
  • Check that all columns display correctly: id, dialog, checklist, operator, score, critical_count, status, assessed_at.
  • Check that the number of rows in the file matches the number of assessments in the filtered list.

Important Notes

  • 📊 Filters and Search: Export includes all active filters and Quick Search — you will get only filtered data.
  • 🔍 Quick Search: If Quick Search is used on the Assessments page, it is also included in export.
  • 👤 My Assessments: On the "My Assessments" page, export automatically includes a filter by the current operator.
  • 📁 Format: Export is performed in CSV format — the file can be opened in Excel, Google Sheets, or other tools.