Export/download multiple checklists from the Asset module
Overview: export multiple checklists
The PDF export in the Asset module lets you download several checklists as PDF reports directly from Global test view, which is used for documentation, handover, or sharing test results across assets.
For a structured report with a cover page, custom content, and filtered charts, use the Reporting module instead.
- Your role must be Manager or higher.
- You can find the menu at Asset module - Global test view - menu - Download PDF reports.
- This does not change your checklists. It creates PDF files for download.
How to export multiple checklists
- Go to the Asset module in your project.
- Click Global test view in the left sidebar.
- Click menu.
- Select Download PDF reports.
- Choose the folders you want to export.
- Open download options and select the desired format.
Results: exported checklist PDF reports
- CxPlanner creates one or more PDF files from the folders you selected
- The PDF structure follows the folder structure in the Asset module
- Large exports can take time to finish
PDF element | Description |
|---|---|
Completed fields | Recorded data from the checklist |
Signatures | Digital signatures from users |
Status | Approved, temporary, or rejected |
Structure | Follows the selected folder structure |
Troubleshooting: export multiple checklists
Problem | Cause | Solution |
|---|---|---|
Cannot find the download option | You are not in Global test view | Open the Asset module, go to Global test view, then open menu |
Download does not start | Your project role is below Manager, or you lack access to the selected checklists | Ask a project Admin to raise your role to Manager, or grant access to those folders |
Missing data in the PDF | Checklists are incomplete, or fields are empty | Open the checklist in Global test view, check fields, signatures, and status, then export again |
Download takes a very long time | You selected many folders or large checklists | Export fewer folders at a time, or wait until the download finishes before closing the window |
Updated on: 07/26/2026
Thank you!