Someone needs the data in a spreadsheet. You can download any list as an Excel file, exactly as it looks on your screen.
Summary
The download icon at the top right of a list exports it to Excel. The file keeps your filters, the columns you chose and their order. So set up the list first, then export.
How to do it
- Open the list you need.
- Filter it and choose your columns. See Search, filter and sort any list.
- Click the download icon at the top right of the list, next to the gear.
- Open the Excel file from your downloads.
That's the export. The notes below help when the file isn't what you expected.
On this page
Get the file right first time
- Filter first. The export holds only the rows your filters show.
- Pick columns first. Hidden columns are left out of the file.
- Save it as a view if you export the same thing often. Then it is one click to set up. See Save and share your own list views.
If something's not right
| What you see | Check this first | Who fixes it |
|---|---|---|
| The file is missing rows | The filters on the list. The export matches what the list shows. | You |
| The file is missing a column | The gear icon. Tick the column, then export again. | You |
| Nothing downloads | Your browser's downloads, and whether it blocked the file. | You |
| There's no download icon | Your role. What each role can see and do is set by your NextCrew admin. | Your NextCrew admin |
Other ways people ask this
- How do I download my Crew list?
- Can I export timesheets to Excel?
- How do I get a spreadsheet of my clients?
- Why is my export missing columns?
Related guides
- Search, filter and sort any list — getting the list right before you export
- Save and share your own list views — saving an export you run often
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