Export items

You can export items to PDF or Excel files.

Export to PDF

• On the home page, or in the item’s view, click on the 3-dots menu:
  

1. Then, click Download PDF

2. A PDF file of the item is now exported
   

Export to Excel

Only managers/ admins can export items to Excel.

1. On the home page, or in the item’s view, click on the 3-dots menu:
   

2. Then, click Edit item’s form

Or:

1. Go to the My Workspaces page

2. On the workspace’s card, click on the 3-dots menu:
   

3. Then, click Edit item’s form

4. Click on the Export to Excel icon on the top right
   

5. Your Excel export will be processed (this may take a while)
   

Notes: 

• The export contains all the items of the workspace.

• Each row is an item. If the item is collaborative, then the collaborators’ data will appear below the owner’s data, with the label “Collaborator” under the “Type” column
  

• Each column header is a field/ information.
  

• Each tab is a version of the item form, the latest version is in the first tab