In short: You can export your materiality matrix as an image (PNG) and your complete assessment as an Excel file (.xlsx). The Excel file contains your IROs with ratings, your stakeholders, documents, metadata (thresholds and scales) and the audit trail. Exports also work for locked and archived assessments.
1. Export the materiality matrix as an image
- Open your assessment and go to the Results step.
- Set the filters if you only want to show part of the matrix.
- Click Export and choose Matrix image.
The PNG shows the matrix as you see it on screen, including your filters. Use it in presentations, board papers or your sustainability report.
2. Export the full assessment as Excel
Option A: In the Results step, click Export and choose Data (.xlsx file). Option B: Open the assessment settings and select Export assessment.
The Excel file contains these sheets:
| Sheet | Content |
|---|---|
| IROs | All impacts, risks and opportunities with topic, classification, ratings, justifications and materiality |
| Stakeholders | Your stakeholder list |
| Documents | Linked and uploaded documents |
| Metadata | Thresholds and rating scales |
| Audit Trail | History of changes |
3. Export the stakeholder matrix
In the Stakeholders identification step, click Export to download the stakeholder matrix as an image or the stakeholder data as an Excel file.
4. Typical uses
- Share results with management or the supervisory board
- Give your auditor a complete, traceable record of the assessment
- Continue working with the data in your reporting software
- Archive the state of the assessment at the end of the reporting period
FAQ
Is there a PDF export?
Not at the moment. Use the matrix image together with the Excel file, or the IRO-1 documentation, which you can copy into your report.
Can I export a locked or archived assessment?
Yes. Locked and archived assessments are read-only, but you can always view and export them.
Does the Excel file contain the audit trail?
Yes, the sheet "Audit Trail" lists the changes made to the assessment.
Can I import the Excel file back into Materiality Master?
IROs can be imported under Settings > Import IROs. Note that an import replaces the existing IROs of the assessment.