Export a List to Excel

Modified on Sun, 27 Sep at 12:35 AM

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

  1. Open the list you need.
  2. Filter it and choose your columns. See Search, filter and sort any list.
  3. Click the download icon at the top right of the list, next to the gear.
  4. Open the Excel file from your downloads.

That's the export. The notes below help when the file isn't what you expected.


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 seeCheck this firstWho fixes it
The file is missing rowsThe filters on the list. The export matches what the list shows.You
The file is missing a columnThe gear icon. Tick the column, then export again.You
Nothing downloadsYour browser's downloads, and whether it blocked the file.You
There's no download iconYour 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?

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