Export assessments
With external reporting in Sustainability Manager, you can export your assessment responses to these file formats:
- Microsoft Excel spreadsheet
- HTML, which you can easily transform into a Microsoft Word or PDF file
Export as an Excel file
Prerequisite
Before exporting your assessment as an Excel file, you need to set up the Dataverse connection so the export doesn't get stuck in a Pending state.
In the Power Apps portal, select your environment from the upper right corner.
On the left navigation, select Solutions, and then select Default Solution.
Select Connection references from the left navigation, and the select Microsoft Dataverse msdyn_esgexport....
Select New connection, search for Dataverse in the upper right search bar, and select Microsoft Dataverse. If there are two Dataverse connections, select the one that isn't grayed out.
Sign in, and then select Create.
Select the newly created connection and save.
Export to Excel
In Microsoft Sustainability Manager, select Assessments on the left navigation, and then select the assessment you want to export.
On the top menu, select Export, and then select Export as Excel.
Enter a name for the export.
Select the assessment to export.
Select Save or Save & Close.
When the job status displays as Completed, you can view the records ready to be exported under Flattened Report. To download the export file, select the ellipsis (...) at the right corner of the report and select Export Flattened Reports.
Export as HTML
In Microsoft Sustainability Manager, select Assessments on the left navigation, and then select the assessment you want to export.
On the top menu, select Export, and then select Export as HTML. Your HTML download begins.
