Export questionnaire responses to a spreadsheet

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 1 minute to read

    • Export received or returned questionnaires to Microsoft Excel spreadsheets. This option enables you to use the spreadsheet environment to review questions and answers.

    Before you begin

    Role required: sn_vdr_risk_asmt.vendor_assessor

    About this task

    You can export only questionnaires in the received or returned state.

    Procedure

    1. Navigate to All > Self-Service > Third-party risk management > External risk assessments > All open assessments.
    2. Select the External assessment (VRA) number of an assessment that is in the Responses received state.
    3. Navigate to the Questionnaires related list and then use one of the following methods to export the questionnaire.

      • To export a single questionnaire:

        Select View Responses and then select Export Responses.

      • To export more than one questionnaire:

        1. Select the check boxes for the questionnaires that you want, then select Export Questionnaire from the Actions on selected rows list.
        2. Select Export.

      • To export all listed questionnaires:

        1. Select Export All.
        2. A pop-up lists the questionnaires to be exported.
        3. Select Export.
        Note:
        Questionnaires in the received or returned state are available for exporting.

      The system generates a compressed file that contains a separate Excel file for each questionnaire. Exported files use the following file naming convention: <assessmentName> - <questionnaireName>.xlsx.

      The Assessment details tab in a spreadsheet shows the name and state of the assessment, the planned and completion dates, and signatory details. Each Section tab displays the question data for the assessment categories.