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.
How to export a checklist to PDF or Excel
- Open your project and go to the checklist.
- On the right-hand side, click Export to PDF and XLSX.
- Choose one report option:
- Select PDF: Default report for a standard PDF with comments and pictures.
- Select PDF: Checklist report for a compact results-focused PDF.
- Select PDF: Smart report for task details, latest pictures, and floor plan location.
- Select XLSX: Excel report for a spreadsheet you can filter and sort.
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 |
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 |
Updated on: 07/26/2026
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