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Save an Item as an XLSX file

By exporting Items as an XLSX file, you get them in a format that allows you to:

  • Run advanced analytics on it

  • See a list of all your information together

  • Manipulate the data

  • Merge it with other applications


What programs can I use to Open an XLSX file?

  • Excel

  • Google Sheets

  • Numbers


How do I export an Item as an XLSX file?

Open the Item you want to export, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click SaveXLSXButton.pngin the resulting drop-down menu.



  • In the resulting window: 


  • Select the format you want the names of the Item’s Team members to be in. Choose between “Username (Full Name)”, “Username”, “Full Name”, “Email”, or “Employee ID”.

  • Click Save.png.

project.png Who can save a Project as an XLSX file?


improvement.png Who can save an Improvement as an XLSX file?


task.png Who can save a Task as an XLSX file?



chart.png Who can save a Chart as an XLSX file?


incident.png Who can save an Incident as an XLSX file?

STOP: Is the
Incident module enabled for your organization?



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