Data Export (CSV / Excel)
Sometimes leadership wants the chart. Sometimes the analyst wants the spreadsheet. clearPath is built so you don't have to choose — every list page exports to CSV or Excel with one click, and every report can ship a CSV alongside the PDF. The data leaves clearPath formatted the way you'd expect: one row per observation, headers that make sense, and dates in the format your tools can parse.
The export covers the full list, not just the rows visible on screen. Filters, sort order, and column selection on the list page are honored in the export, so the file your analyst opens matches what you were looking at in the browser.
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- One-click CSV from every list
- Excel (.xlsx) export with formatting
- CSV companion file with every PDF report
- Honors filters, sort, and column choice
- Ready for Excel, Power BI, Tableau
- Honors role-based scoping — users only export what they can see
- Optional inclusion of comments and notes
- UTF-8 encoded for international datasets
Generic Export Format
The Generic Export is a one-row-per-observation flat file that contains every meaningful field on the audit: facility, unit, auditor, HCP type, moment, compliance result, indicator usage, time, and any comments. Drop the file into Excel, Power BI, or Tableau and the analysis tools take it from there.
- One row per observation
- Full audit context: facility, unit, auditor, HCP, moment
- Compliance, indicators, comments, timestamps
- Same format used by the FHIR export — no surprises for downstream tools
Your Data. Your Tools.
Available on every clearPath edition. Data export is included at no additional cost across CSV and Excel formats.
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