How to export checklists to PDF and Excel
Exporting checklists to PDF or Excel is a quick and easy way to share or store your data. Whether you need a printable document or a spreadsheet for further analysis, this guide will walk you through the steps to ensure your checklist is exported correctly and efficiently.
When you want to export your checklist you have to click "export to PDF & XLSX" on the right side.
When we open "export to PDF & XLSX" you're met with four different options:
PDF: Default report (default-sized report with all comments and pictures included.)
PDF: Checklist report (Standard Excel report.)
PDF: Smart report (The task details will be shown including the last uploaded pictures and location on the floorplan.)
XLSX: Excel report
You can read about what sets the different export options apart in the information section under each option.
Note: All export options only contains the items which you have checked (pass/fail).
When you want to export your checklist you have to click "export to PDF & XLSX" on the right side.
When we open "export to PDF & XLSX" you're met with four different options:
PDF: Default report (default-sized report with all comments and pictures included.)
PDF: Checklist report (Standard Excel report.)
PDF: Smart report (The task details will be shown including the last uploaded pictures and location on the floorplan.)
XLSX: Excel report
You can read about what sets the different export options apart in the information section under each option.
Note: All export options only contains the items which you have checked (pass/fail).
Updated on: 01/14/2025
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