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How do I export issues to PDF and Excel?

Learn how to download an Issue as a PDF or a list of Issues in Excel

Written by Jessica Franco

You can export a single Issue as a PDF, or download a list of Issues in Excel with your current filters applied.

📌 The Issues module is available on the Professional and Enterprise plans. Accounts on the Free or Starter plan can activate a 30-day trial.

📌 Export an Issue as a PDF

  1. On the web, open the Issue you want to export.

  2. Select the Export button.

  3. A PDF with the Issue summary is generated.

When applicable, the PDF includes:

  • The values of custom fields.

  • The linked asset. If the Issue has no asset, the field doesn’t appear.

  • The closing evidence: before and after photos and the final comment.

📌 Export Issues to Excel

  1. Go to the Issues section.

  2. Apply the filters and search you need.

  3. Select the Excel button.

  4. A file is generated with the Issues filtered on screen.

📌 Important: the Excel file respects the applied filters (date, status, priority, assignee, creator, location, asset, and form) and the active text search.

📌 What the Excel file includes

Each row is an Issue, with these columns:

  • Issue ID

  • Issue name

  • Creator

  • Creation date

  • Closing date

  • Status

  • Issue type

  • Source form name and ID

  • Link to the source form PDF

  • Issue description

  • Priority

  • Assignees

  • Location

  • Participants

  • Asset and Asset ID (code)

  • Closing Image and Closing Comment

If your Issue types have custom fields, the Excel file adds one sheet per type, with the Issue ID and its fields.

📌 Frequently asked questions

  • Does the Excel export respect filters? Yes. It only includes the Issues filtered on screen, based on the filters and active text search.

  • Does the asset appear in exports? Yes. In the PDF, it only appears if the Issue has an asset. In Excel, there are Asset and Asset ID (code) columns.

  • Where can I see custom fields in the Excel file? In an additional sheet for each Issue type, with the Issue ID and its fields.

  • Does closing evidence appear in exports? Yes. In the PDF and in the Closing Image and Closing Comment columns in Excel.

  • What happens in Excel if I edit or delete an Issue type? If you edit it, the new name appears. If you delete it, it shows as “Others”.

  • Can I get Issues automatically in a spreadsheet? Yes, with the Google Sheets integration.

To learn more about the module, see: Issues

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