Exporting your data

Tables, as CSV or Excel

Beside every table in the console is Export: CSV · Excel. Choose one and the file downloads straight away.

• CSV opens in anything: Excel, Google Sheets, Numbers, or a script. It is UTF-8, so names with accents and the £ sign come through.
• Excel (.xlsx) opens ready to use: numbers are numbers, dates are dates, and the header row is bold, frozen and has a filter on it.

What an export holds

• What the filters show, every page of it. Filter a list first, by severity, tenant, owner or a search, and the export holds exactly those rows, including the ones on later pages. A list filtered to a tag exports that tag’s clients only.
• More than the screen shows, where it helps. A finding exports with its first-seen date and fix; a change’s results with every object, not the first 200.
• Times are in UTC, and the column says so.
• Nothing in a file runs as a formula. Names, titles and notes come from client tenants, so a cell that would start a formula in a spreadsheet is written as plain text.
• Configuration and activity only. ConfigCheckup never reads mail, files or chats, so no export holds any. Exports do hold names, addresses and settings from your clients’ tenants: keep them as carefully as the console.

Excel holds up to 1,048,575 rows in a sheet, so a larger table stops there. The audit log exports its newest 100,000 events; filter it to a tag for a client’s own.

Reports as JSON

Every ready report in Reports has a JSON download beside its PDF: the report’s content as data, the same figures, findings and evidence its pages are drawn from. Use it to build your own charts, or to keep a record in another system. A report made from an assessment old enough to have been thinned from history keeps its PDF, but can no longer give its data.

The portfolio report

One report across all your clients, or one tag’s, for your own management or a quarterly business review. Open Reports › Portfolio report, choose the clients and the period, tick the sections, and download it.

• each client’s score, its trend over six months and its change since last month;
• the worst open findings across your clients, and how many clients have each;
• the fixes made, and how long they took against each severity’s target;
• the licence savings found at each client;
• the clients slipping, and why: a falling score, fixes that failed again, a stale assessment or a broken connection.

It comes in your brand, as a PDF (your browser saves it from the print view), HTML, or JSON. It is made fresh each time from each client’s latest assessment, and it is not sent to anyone.

The API

For a regular feed into a dashboard or data warehouse, use the API rather than downloading files by hand. It reads tenants, assessments, findings and reports, a report’s data included. It is described in OpenAPI 3.1 at /api/v1/openapi.json, which tools such as Postman, Insomnia and code generators read directly. The API reference lists every endpoint, and API keys and webhooks, explained covers getting a key.

Who exported what

Every export is written to your workspace’s audit log, under Settings › Audit log: who exported which table, as CSV, Excel or JSON, how many rows, and with which filters and tag. Downloads of reports are recorded there too.

You can export what you can see. The team list, the audit log and assessment speed are for Admins and Owners, as their pages are.

Every table you can export