Articles on: Checklists

Export checklists to PDF or Excel

Overview


How do I export a checklist from CxPlanner into a PDF or Excel file?


Exporting checklists lets you create a report that can be shared, printed, or used for further data analysis. You can choose between several export formats depending on your needs.


Only users with the project role Manager or higher can export checklists.


When and why to use this


Exporting checklists is useful in several scenarios:

  • When you need a printable report for handover or documentation.
  • When you want to share checklist results with stakeholders outside CxPlanner.
  • When you need a spreadsheet for additional filtering, sorting, or analysis.
  • When you want to include pictures, comments, or floor plan locations in your export.


Limitations:

  • Only items that are checked (Pass/Fail) will be included in the export.
  • Exports may look different depending on the chosen report type.


How to - step by step

  1. Open your project and go to the Checklists module.
  2. On the right-hand side, click Export to PDF & XLSX.
  3. Choose one of the available report options:
  • PDF: Default report - standard-sized PDF including all comments and pictures.
  • PDF: Checklist report - compact report focused on checklist results.
  • PDF: Smart report - includes task details, latest uploaded pictures, and floorplan location.
  • XLSX: Excel report - spreadsheet format for further data analysis.


Step 1 & 2


Step 3



Behavior and results

Each export type generates a different style of report:

Report type

Content included

PDF: Default report

All checklist data, including comments and pictures.

PDF: Checklist report

Compact checklist-focused report, ideal for quick review.

PDF: Smart report

Task details with last uploaded pictures and floorplan location.

XLSX: Excel report

Data in spreadsheet format for analysis, sorting, or filtering.


Reminder: Exports will only include items marked Pass/Fail. Unchecked items are not shown.


Troubleshooting

Problem

Cause

Solution

Export option is greyed out

Insufficient project role

Ask a project Manager or Admin

File is missing some checklist items

Items were not marked Pass/Fail

Ensure all relevant items are checked

PDF does not show pictures

Wrong export type chosen

Use PDF: Default or Smart report


Quick facts

  • Requires: Project role Manager or higher
  • Location: Checklists → Export to PDF & XLSX
  • Affects: Checklist reporting, PDF/Excel exports, documentation

Updated on: 08/18/2025

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