> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Export checklists to PDF or Excel

## Overview: export a checklist to PDF or Excel

Checklist export creates a printable report or spreadsheet from the open checklist, which is used for handover, sharing results, or further analysis outside CxPlanner.

For downloading many checklists at once, see Export multiple checklists at once.

* Your role must be **Manager** or higher.
* You can find the menu at Checklists - **Export to PDF and XLSX**.
* This does not change checklist data. It creates PDF or Excel files for download.

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

## How to export a checklist to PDF or Excel

1. Open your project and go to the checklist.
2. On the right-hand side, click **Export to PDF and XLSX**.
3. Choose one report option:
4. Select **PDF: Default report** for a standard PDF with comments and pictures.
5. Select **PDF: Checklist report** for a compact results-focused PDF.
6. Select **PDF: Smart report** for task details, latest pictures, and floor plan location.
7. Select **XLSX: Excel report** for a spreadsheet you can filter and sort.

![Screenshot: Export checklists to PDF or Excel - export button](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_18ounjo.png)

![Screenshot: Export checklists to PDF or Excel - report options](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_16hj8db.png)

## Results: checklist PDF or Excel export

| Report type | Content included |
|---|---|
| PDF: Default report | Checklist data, comments, and pictures |
| PDF: Checklist report | Compact checklist-focused report |
| PDF: Smart report | Task details, latest pictures, and floor plan location |
| XLSX: Excel report | Spreadsheet for analysis, sorting, or filtering |

|| Exports include only items marked Pass or Fail. Unchecked items are not shown.

## Troubleshooting: export a checklist to PDF or Excel

| Problem | Cause | Solution |
|---|---|---|
| Export option is greyed out | Project role is below Manager | Ask a project **Manager** or **Admin** to raise your role, then export again |
| File is missing some checklist items | Items were not marked Pass or Fail | Mark the needed items Pass or Fail, then export again |
| PDF does not show pictures | Wrong export type chosen | Use **PDF: Default report** or **PDF: Smart report** |