Save an Item as an XLSX file

Export an Item into a spreadsheet to run advanced analytics, manipulate the data, or merge it with other applications.

Who can export an Item?

Anyone who can see the Item can export it. Only the following people can view it:

  • Anyone on the Item's Team.
  • Potentially anyone on the parent's Team.
  • If the Item is not private and not in the New status, anyone with the "View" permission for Items in its Location(s).
  • If the Item is private, anyone with the "View Private" permission for Items in its Location(s).
  • If the Item is in the New status and is not private, anyone with the "View New" permission for Items in its Location(s).

Two Line OfieFor more information on Team Roles (like Authors, Facilitators, Participants, and more!) check out this article.

Export an Item as an XLSX file

To export an Item, open the Item with which you want to work, then:

  • Click Actions in the top right corner of the page.

An Item work panel with an arrow pointing to the Actions button

  • Hover over Export in the resulting drop-down menu and the menu will further expand.
    • Click Save XLSX and the "Save XLSX" window will open.
      • Team Member Names Format: Expand the drop-down to choose in which format team members' names should be displayed in the XLSX document.
      • The Include Impact Sheets checkbox: When this box is checked, the Impact sheet will be included in the XLSX document.
      • Click Save and the download will begin.