Exporting Tag Data as a CSV File

Summary: How to export tag information in a CSV file using the Collections Manager page in RiskSense.

Users can export tag information as a CSV file from the Collections Manager page. To export tag data, navigate to the Executive > Collections Manager page.

Executive Menu - Collections Manager Menu Location

Select the tags to export by clicking the check box in the page’s first column. You may select several tags at a time for export.

Export Tag - Selecting Tag

Click the Export button.

Export Tag - Export Button Location

In the Export window, select CSV as the File Type.

Export Tag - Export Window

The following list describes the fields that appear in the Export window.

  • File Type: Select the download file type. For this option, only CSV is available.

  • File Name: Enter an optional name for the tag export file.

  • Comments: Additional comments regarding the export file. This field is optional.

Once the form is complete, click Export. Once the file is available for download, it will be available on the Admin (Admin Menu Location) > Download Center page. To download this file, see Downloading a File from the Download Center.