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Export a List of Items

You can quickly export lists of items that are being displayed in the Detail, List, or Tree Views as either a PDF or Excel spreadsheet.

How to save a list of Items as an XLSX file?

To export a list of items as an Excel spreadsheet, navigate to the "Lists" page, then:

  • Click 2018-02-22_1654.png near the top of the list.

  • Hover over ExportButton.png in the resulting drop-down menu.

  • In the resulting drop-down menu, click SaveXLSXButton.png.

SaveListasXLSX.jpg

 

  • In the resulting window:

ItemListExportWindow.jpg

  • 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 the button next to “Include All Columns” to have all the system defaulted columns be included on your Item list export.

  • Click the button next to “Include Current Columns” to have only columns that are shown on the list and are part of the system defaulted columns be included on your Item list export. 

  • Click 2018-04-30_1131.png.


How to save a list of Items as a PDF file?

To export a list of items as a PDF, navigate to the "Lists" page, then:

  • Click 2018-02-22_1654.png near the top of the list.

  • Hover over ExportButton.png in the resulting drop-down menu.

  • In the resulting drop-down menu, click Print_Save_PDF.png.

SaveListasPDF.jpg

 

In the resulting window:

  • In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).

  • In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.

  • Decide whether the PDF should be in “Portrait” or “Landscape” layout.

  • Check the box next to “Exclude Private Items” if you don’t want private Items to be included on the PDF. This is useful if you will be sharing the document with people who should not see any information relating to private Items.

  • If your list is in List or Tree view, check or uncheck the boxes next to the column headers to include or un-include them on the PDF.
  • When you're ready, click Print.png.

PrintWindowwithColumns.jpg

 

 

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