VISIT BRIEF · EXPORT A SELECTED RANGE

How to export a visit brief in Genetiqo Vault

Create the smallest useful PDF or CSV copy. This workflow applies current app behavior to one exact record type.

Verified product workflow · Updated July 17, 2026
Record
Visit Brief
Task
Export a selected range
Storage
Journal data remains in the iPhone app until export or sharing.
Control
The user chooses record, date range and destination.
EXACT STEPS

Export a selected range

  1. 01

    Select the narrowest range containing the needed visit brief.

  2. 02

    Preview it and choose PDF for readable review or CSV for structured rows.

  3. 03

    Verify the destination before sharing and manage the file as sensitive data.

Read the exact definition →

MORE VISIT BRIEF TASKS
Record an entry→Review in the timeline→Check entry quality→Include in a date-range report→
SAME TASK, OTHER RECORDS
Treatment record→Routine log→Symptom entry→Metric entry→