You can export any list into a clean, professional PDF or a flexible CSV file. This is useful for creating client-facing documents, printing job sheets for your team, or analyzing data in a spreadsheet.
How to Export a List
- Navigate to the list you want to export by clicking its name in the Lists Viewer.
- On the Manage List page, click the “Export List…” button in the header.
- The Export Assets modal will appear.
Choosing Your Export Options
In the modal, you have several options:
- Choose Fields: You can choose to export all available information for each asset, or select specific fields. When exporting a list, you can also choose to include the List Title, List Description, and Section Headings.
- Choose Format (Buttons):
- Export as CSV: Creates a .csv file that can be opened in spreadsheet software like Microsoft Excel or Google Sheets. Any section headings in your list will appear as formatted rows in the spreadsheet.
- Export as PDF: Creates a print-ready .pdf document. Your company logo and name will appear in the header. Any section headings in your list will be formatted as large titles, creating a beautifully structured document.
Once you have made your selections, click the appropriate button. Your file will be generated and downloaded by your browser.