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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.

xlsxitemlist.jpg

 

  • In the resulting window:

ExportTeamMemberFormat.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 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 SavePDFButton.png.

xlsxitem2.jpg

 

In the resulting window:

  • Decide whether the PDF should be in portrait or landscape layout.

  • Choose the size of the page - Letter (8.5” x 11”), Legal (8.5” x 4”), or A3 (11”x 17”).

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

  • Check the box next to each column you want to include on the export. Remember that there is only so much width on a page, even in landscape mode.

  • Click 2018-04-30_1131.png.

 

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