During regulatory reviews or Operational Due Diligence (ODD), you may often be required to showcase the processes you are handling. Instead of trying to explain these processes through fragmented documents, you can easily export the Daymi backup report. This comprehensive report consolidates all relevant information into one place. It includes the entire process structure in an Excel file, with categories, descriptions, and supporting information for easy filtering and navigation.
Use the instructions below to learn how to export the Daymi backup report and make it even more polished with some Excel magic:
Step-by-step guide
Download the CSV file from Daymi. For example, the Daymi process backup file, which you can find under Processes -> Process/Program.
Open Excel
Launch Excel on your computer.
Import the CSV File
Go to the Data tab on the Ribbon.
Click on the From Text/CSV button in the Get & Transform Data group.
Select the CSV File
In the Import Data dialog box, navigate to the location of your Daymi process backup CSV file.
Select the CSV file you want to import and click Load. It will automatically
By following these steps, you can ensure that your Daymi process backup CSV data looks clean, organized, and professional in Excel. This process not only makes the data more visually appealing but also easier to work with for analysis and reporting.