Export a checklist or its history
Download a checklist's run history as a CSV for an inspection, or its tasks to edit in a spreadsheet.
You can download two things from a checklist, as CSV files that open in Excel, Numbers or Google Sheets:
- Its run history, the record an inspector or auditor asks for.
- Its tasks, to edit in a spreadsheet or copy into another checklist.
Export the run history
Section titled “Export the run history”-
Click Checklist in the sidebar. On the Templates tab, click ⋯ next to the checklist, then History.
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To export part of the history, set From and To. A run is included when its day, week or month starts between them. Leave both empty for every run.
The date range is optional. -
Click Export CSV.
The file has one row for each task in each run, oldest run first, with:
- the run, who it was assigned to and its status;
- the task, its group, whether it was required, whether it was ticked, who ticked it and when, and how many photos it has;
- who submitted the run and when, and whether it was approved or rejected, by whom, when and why;
- Run events: every time the run was started, submitted, approved, rejected or reopened, with the notes. A run that was rejected and fixed shows both rounds here.
Photos aren’t in the file. The photo count says which tasks have them, and you can see them by opening the run.
Who can export: the checklist’s approvers, owners and creator, and Managers and Admins get every run. Anyone else gets only the runs they filled in, the same as the history list.
Export the tasks
Section titled “Export the tasks”On the Templates tab, click ⋯ next to the checklist, then Export tasks. The file has the columns Task, Description, Section, Required, Photo, Due and Due offset days.
Import it into a checklist with Import Excel / CSV in the editor, and every column is read back, so you get the same tasks. See Build a checklist template.
If something goes wrong
Section titled “If something goes wrong”I don’t see Export CSV. The checklist has no runs yet.
“Pick a date range with at most 2000.” Set From and To to export the history in parts.
A cell starts with an apostrophe. A cell that starts with =, +, - or @ gets one, so a spreadsheet doesn’t run it as a formula. The import removes it again.