# 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.

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## 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.

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## 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.

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## Before You Start
- [x] You are logged in with analyst rights.
- [x] You have navigated to the `Quality Assurance` module through the menu `Apps -> Quality Assurance`.
- [x] You have an assessments list open (all or filtered).

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## 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.

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## 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.

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## 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.

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## 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.

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## Related Materials
- [Filter assessments](/en/quality_assurance/how-to/filter-assessments.md)
- [View quality reports](/en/quality_assurance/how-to/view-quality-reports.md)
- [View quality dashboard](/en/quality_assurance/how-to/view-quality-dashboard.md)