Export an E1 report – formats for auditors and the management report

Use the export to turn an E1 disclosure report into a document you can share – for example a PDF version for your auditors, or a Word file your editorial team uses to carry the figures into the management report.

Prerequisites

• An E1 disclosure report has been created. Export is available in every status – including while the report is still being edited.
• You are signed in to your team and have the administrator role.

Step by step

1. Open the report detail page and select “Export report” under “Actions”.
2. The page dialog “Export report” opens with the “Export configuration” section.
3. In the “Format” selection field, choose between “PDF”, “Word (DOCX)”, and “HTML”.
4. Tick “Include cover sheet with report details” and “Include table of contents” if the document will be handed over as a standalone deliverable.
5. If you are releasing an interim version, tick “Include DRAFT watermark”. The document is then visibly marked as a draft.
6. Limit the scope under “Sections to include (leave empty for all)”. The multiple selection contains the disclosure sections E1-1 to E1-11; if nothing is selected, all sections are exported.
7. Click “Export”. The generated document is provided by the browser as a download. Use “Close” to leave the dialog without exporting.

Which format for which purpose

• “PDF” – the fixed version for auditors, supervisory bodies, and your records. With a cover sheet and table of contents, the document is ready to submit without further rework.
• “Word (DOCX)” – for further processing in the management report: your editorial team moves individual sections straight into the report template and aligns formatting and wording with the overall document.
• “HTML” – for handover to web or publishing systems, and for a quick review in the browser.

What happens next

• Every export is logged in the report's activity history, so you can always trace which version was released and when.

Practical tip: when a single department has follow-up questions, export only the affected sections instead of the full report – it keeps the review lean. For the audit itself, hand over a complete PDF without the DRAFT watermark so that it is clear this is the final version.