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Exporting an Assessment Template

 
Overview

Large templates can have hundreds of questions with elaborate responses. Assessment Manager lets you export the list of template questions to a .pdf or .csv file for easy review and sharing with your internal teams.

Exporting a Template
1
From the left side of the page, hover the mouse over the Assessment Manager icon, and then select Template Builder.
Left navigation showing the path to Template Builder
2
Open the template you want to export.
3
Scroll to the bottom of the Template Details page, click Export, and then select Template Questions and Responses (.pdf) or Template Questions and Responses (.csv) from the context menu.
Template Details page showing the Export button and context menu with PDF and CSV options

The exported Template Summary Report includes each question's text, type, and possible responses, plus summary information.

Sample Report — PDF Format
Sample Template Summary Report in PDF format showing question text, type, and response options
Sample Report — CSV Format
Sample Template Summary Report in CSV format showing question data in a spreadsheet layout
📋 Note: For very large templates, report generation may take a few minutes. In that case the system will not provide an immediate download — instead it will show a notification and email you when the report is ready. You can then download it from the All Reports tab.
TrustArc  ·  Exporting a Template  ·  support.trustarc.com