Overview
Your records are always yours. As well as keeping everything in one place online, Process PA lets you export key registers as CSV files (comma-separated values) that open directly in Excel or Google Sheets — handy for reporting, sharing with your auditor, or keeping an offline copy.
What you can export
- Members — export the member register from the Members page.
- Motions — export the motions register.
- Actions — export action items from the Actions list on the Schedule screen.
Each export downloads as a CSV file you can open in your spreadsheet application.
How to export
- Open the relevant page — Members, Motions or Actions.
- Choose the Export option.
- Save the CSV file, then open it in Excel or Google Sheets.
Good to know
- Alongside CSV exports, you can download agendas, minutes and documents as PDFs and files at any time — you’re never locked in.
- Exporting doesn’t remove anything from Process PA; it simply gives you a copy.
Page Details
Updated on July 17th, 2026