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
in the top right corner of the page. - Click
in 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
.
Who can save a Project as an XLSX file?
- Sponsors
- Facilitators
- Leaders
- Participants
- Project Followers
- Anyone with the "Project - Edit" permission for Projects in that Location
Who can save an Improvement as an XLSX file?
- Author(s)
- Assigner
- Responsible Person
- Collaborators
- Improvement Followers
- Anyone with the "Improvement - View New & Assign" permission for Improvements in that Location
- Anyone with the "Improvement - Edit" permission for Improvements in that Location
Who can save a Task as an XLSX file?
Who can save a Chart as an XLSX file?
- Author(s)
- Chart Followers
- Anyone with the "Chart - Edit" permission in that Location
Who can save an Incident as an XLSX file?
STOP: Is the Incident module enabled for your organization?
- Author(s)
- Assigner
- Responsible Person
- Collaborators
- Incident Followers
- Anyone with the "Incident - View New & Assign" permission for Incidents in that Location
- Anyone with the "Incident - Edit" permission for Incidents in that Location