The Export function will provide you with a PDF or Excel version of the selected month's checklist.
From the Checklist tab, click the kebab button > Export and then select from either the PDF or Excel version of the export. The periods and entities you're viewing in FloQast will be what is included in the exports. So, if you want all entities included in the report, be sure that you're viewing all entities in the Checklist tab within FloQast.
PDF - This report will show you a time-stamped PDF version of your close checklist. This report will contain the following columns: Company, Period, Folder, Description, Frequency, Tags, Preparer, Reviewer, Total Estimated Time, Preparer Sign-Off Method, and Reviewer Sign-Off Method.
Excel - This report is more detailed than the PDF version of the export. It will include all columns in the PDF plus due dates and sign-off dates related to the checklist items, preparer/reviewer assigned vs. preparer/reviewer, and individual time estimates for preparers and reviewers.
Filtering - To drill down the results, you can use FloQast filters to specify what is included in the export. For example, if you want to focus on a specific user or status, you can set up the FloQast filter(s) and then export your report to have the report only include items that match your filters.