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Download actions to CSV

Learn how to download actions to CSV (Excel) via the web app.

Why download my actions to CSV?

Downloading actions as CSV packs raw data into a single file which can be imported into another platform or for record-keeping.

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 (Excel)

  1. Log in to the web app.

  2. Select Actions from the menu on the left-hand side.

  3. Filter to narrow down the results. You can choose how you want to view your actions by selecting between List iconList and Calendar (dates) iconCalendar on the upper-right of the page.

  4. Click image on the upper-right of the page. Download actions to CSV via the web app.

  5. This downloads all actions, following any applied filters, to CSV. If you're viewing your actions as Calendar (dates) iconCalendar, only actions in your immediate view will be downloaded.

Downloading actions to CSV is not available when viewing actions as BoardBoard.

CSV 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.

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