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Export a list as PDF or Excel

Every list in SteadyOn — hazards, incidents, actions, inspections, meetings, documents, sites, emergency plans, and more — can be exported as a PDF (for printing, board packs, or an inspector) or an Excel workbook (for your own analysis). Both replace the old fixed “register” reports: instead of a one-size-fits-all layout, you export exactly the view you’ve set up.

Export a list

Section titled “Export a list”
  1. Open any list from the sidebar.
  2. (Optional) Set it up the way you want it — apply filters, choose a sort order, and show or hide columns.
  3. Open the ⋯ menu at the top right of the list.
  4. Choose PDF Report or Excel Report. The file downloads immediately — no dialog.

The export mirrors what’s on screen: your active filters, the sort order, and the visible (and reordered) columns. Computed columns like BRAG status and formatted dates appear exactly as they do in the list.

What the PDF looks like

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  • Landscape A4, multi-page, with the SteadyOn header (wordmark + your organisation name) and a footer with page numbers on every page.
  • A title block naming the list and a line reading Generated {date} · {n} of {N} rows.
  • When the view is filtered, a “Filtered:” note spells out the active filters (e.g. search “crane” · BRAG = Red · Site = Hatteras Factory), so a printed copy is never misleading.
  • A clean table with a repeating header row and wrapping cells. The file is named like hazards-2026-06-08.pdf.

What the Excel workbook looks like

Section titled “What the Excel workbook looks like”
  • A single sheet named after the list, with a styled header row (SteadyOn navy, white bold text) that’s frozen so it stays in view as you scroll.
  • Filter dropdowns on every column and subtle row banding for readability.
  • Real typed cells — dates are Excel dates and numbers are numbers, so Excel’s own sort and filter behave correctly (not alphabetically).
  • Provenance (organisation, generated date, applied filters, row count) is stored in the file’s document properties. The file is named like hazards-2026-06-09.xlsx.

Large lists

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Exports are capped at 2,000 rows. If a list has more, the export includes the first 2,000 and notes the cap (in the PDF footer, or the Excel file properties). Narrow your filter to capture a specific set.

See also

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