Export all punchlist items and tasks across all projects at once
Overview
How do I export all punchlist items and tasks from multiple projects into one report?
You can generate a single consolidated file with all punchlist items and tasks across projects directly from the Project Log in CxPlanner. This is often used for weekly reporting, stakeholder overviews, or bulk documentation exports.
When and why to use this
Use a global export when:
- You need a weekly or monthly status report
- You must share a complete cross-project overview with stakeholders
- You are preparing project documentation
- You need a bulk export for Excel processing
Important to know:
- The export only includes projects you have access to
- Active filters in Project Log affect the export result
- The function is only available in Project Log - not inside individual projects
Step-by-step: Export punchlist & tasks (all projects)
- Open Project Log from the main navigation.
- Click the gear icon (⚙) in the top-right corner.
- Select “Export punchlist & tasks.”
Behavior and results
What does the export include?
The export includes:
- All punchlist items
- All tasks
- Projects you have access to
- Data based on your active filters
Permission matrix
Role | Can run global export |
|---|---|
Admin | Yes |
Manager | Yes |
Consultant | Depends on permissions |
Other roles | Depends on permissions |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
“Export punchlist & tasks” not visible | Missing permissions | Contact the Project Admin or Manager |
Some projects missing from export | No access to those projects | Request access to the relevant projects |
Only able to export from one project | You are inside a single project | Navigate to Project Log from the main menu |
Quick facts
- Requires: Access to Project Log and export permissions
- Location: Project Log → ⚙ Settings → Export punchlist & tasks
- Affects: Export file (typically Excel) containing data from all accessible projects
Updated on: 02/19/2026
Thank you!