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POLICY EXPORTS & REPORTS


This article explores the export options available in the Policy 2.0 App. Whether you're seeking streamlined data analysis or tailored presentations, understanding these options is pivotal to maximizing the potential of your policy reporting.


Policy List Page

From the Policy List, you can export the list of all your policies by clicking on the green circle icon located at the upper right corner of the Policy List table.

Policy List - Exporting Policy List
Policy List - Exporting Policy List

After clicking, a pop-up appears on the top right of the screen, allowing you to select the team for which you want to export. This pre-filters the results before export.

However, if you prefer to export all data, simply click on "Download file now"

Policy List - Exporting Policy List
Policy List - Exporting Policy List

Rather than just being a raw data dump, the exported results include the information in a pre-formated Excel spreadsheet that is easy to follow.


Policy List - Exported Excel File
Policy List - Exported Excel File

Policy View Page

Export Center


With an intuitive export process and user-friendly Excel outputs, Policy 2.0 isn't just about managing policies—it's about optimizing them to their fullest potential.


Need more information about Policy 2.0? Our team is ready to help!

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