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- Download actions to CSV and Excel
Download actions to CSV and Excel
Learn how to download actions to CSV and Excel via the web app.
Why download my actions to CSV and Excel?
Downloading data as a CSV packs raw information into a single file, which can be easily imported into another platform or used for record-keeping. However, for organizations whose systems don't handle CSV formats well, downloading the data as an Excel file facilitates easier integration into their workflows.
What you'll need
You can only download up to 10,000 actions at a time. If you have more than 10,000 actions to export, we recommend filtering your actions to export them in smaller batches.
Download actions to CSV and Excel
Select
Actions from the menu on the left-hand side.If you're on
Board or 
Calendar view, change it to 
List view.Filter to narrow down the results. You can also select the number of actions you want to download on the upper-left of the page.
Click
Download on the lower-right of the page and select Excel or CSV.
This downloads all actions, following any applied filters, to CSV or Excel.
For CSV, the number of files depends on the number of action types, and if there are multiple action types, the files will be bundled into a zip file. For Excel, a single file will be downloaded, with each action type appearing as a separate sheet within the workbook.
CSV and Excel column headers
Column header | Description |
|---|---|
Action ID | The unique identifier of an action for integrations. |
Unique ID | The unique ID of an action, which can be used to identify a specific action. |
Title | The title of an action. |
Status | The status of an action. |
Site | The site of an action. |
Priority | The priority of an action. |
Due date | The due date and time of an action, following the time zone of your computer system setting. |
Assignee | The assignees of an action. |
Inspection | The title of an action's linked inspection. This is not applicable for standalone actions. |
Inspection ID | The unique identifier of an action's linked inspection. This is not applicable for standalone actions and actions in archived inspections. |
Inspection item | The relevant question label of an action's linked inspection. This is not applicable for standalone actions and actions in archived inspections. |
Created by | The creator of an action. |
Created | The date and time an action was created, following the time zone of your computer system setting. |
Last updated | The date and time that an action was last updated at following your computer system setting's time zone. |
Template ID | The unique identifier of the template used for the linked inspection. This is not applicable for standalone actions. |
Description | The description of an action. |
Days opened | The number of days an action has been opened up until the current date or the number of days an action has been opened up until the first date the action was marked as complete. Please note that if an action was completed and then transitioned back to an open status, the number of days open will remain unchanged until the action is completed again. |
Completed date | The date when an action was first marked as complete. |
Template name | The name of the template used for the linked inspection. This is not applicable for standalone actions. |
Label | The label of an action. |
Asset | The asset of an action. |
Recurring | The indicator for whether an action is a recurring action or not. |
Type ID | The unique identifier of an action type. |
Type name | The selected type of an action. |
If there are custom fields, additional columns will be added, each with the name of the custom field as the column header.
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