How to Export a Status Report in OnePlan

Direct Answer: Exporting a Status Report

To export a status report in OnePlan, select Export on an approved report, then select your desired format — Word document, PDF, or email — from the drop-down. The report downloads to your downloads folder, or an email is generated. You can also print an individual multi-line text field as its own PDF.

What This Article Covers: Status Reports

This article explains how to export an approved status report for sharing with stakeholders who don't use OnePlan, and how to print an individual field from the report.

What you will accomplish
After reading this article, you will be able to export a full status report and print individual multi-line text fields.

Before You Begin: Status Reports

A status report
Access to the plan the status report belongs to

Why This Matters: Status Reports

Not every stakeholder who needs visibility into a plan's status has a OnePlan license. Exporting a status report as a Word document, PDF, or email lets you share governed, approved status information outside of OnePlan without extra formatting work.

Step-by-Step: Exporting a Status Report in OnePlan

Task: Export the Full Status Report

Select the the vertical ellipsis (⋮) > Export.
Select your desired format from the drop-down — Word, PDF, or email.

Export Status Report.png

The report downloads to your downloads folder, or an email is generated depending on the format you selected.

Task: Print a Single Multi-Line Text Field

Select into the multi-line text field you want to print.
Select the Print icon in the text editor toolbar.

This saves just that field as a PDF, without the rest of the report.

Frequently Asked Questions: Status Reports

Q: Can I export a status report before it's approved?
A: While technically you can export a status report before it is approved, best practice is to export a status report after it has been approved, since the export represents the official record for that reporting period.

Q: What export formats are available for a status report?
A: In OnePlan, you can export a status report as a Word document, a PDF, or as an email.

Q: Can I export just one field instead of the whole report?
A: Yes. In OnePlan, you can print an individual multi-line text field as its own PDF using the Print icon in that field's text editor toolbar, without exporting the entire report.