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Exporting a Checklist as a CSV or PDF

Learn how to export any Checklist as a CSV or PDF file to review completion details, including each field, who it was assigned to, and when it was completed.

The Checklist CSV export lets you pull structured completion data from any Checklist on the web. The export captures field-by-field details, including who completed each item and when, and automatically saves a copy to the Project.

When to use PDF vs. CSV

  • PDF — Best for a clean, shareable summary. Use this when sending a checklist to a client, inspector, or anyone outside your team.

  • CSV — Best for working with the data. Use this if you want to import checklist results into a spreadsheet or another software system.

Export a Checklist to PDF

Log in to CompanyCam > open your Project > click the Checklists Tab at the top of the page.

  1. Open the Checklist you'd like to export.

  2. Tap the three-dot menu in the top right corner.

  3. Select Export as PDF.

  4. In the Export to PDF window, choose what to include:

    • Photos

    • Photo Capture Details

    • Completed By and Date

    • Assignee

    • Sections Marked N/A in Export

    • Add to Saved Files

    • Photos per Row (2 or 3)

  5. Tap Export.

You’ll get a notification once your PDF is ready to download.

Export a Checklist to CSV

Note: Exporting a Checklist as a CSV is only available in the web app. Only Admins and Managers can export Checklists as a CSV.

Log in to CompanyCam > open your Project > click the Checklists Tab at the top of the page.

  1. Open the Checklist you'd like to export.

  2. Tap the three-dot menu in the top right corner.

  3. Select Export as CSV.

You’ll get a notification once your CSV is ready to download.

Where to find your export

Once an export finishes building, you receive a notification, and the file is saved automatically to the Documents tab of the Project. No need to track down a download link, you can open it from there any time.

To save the file to your device:

  1. Open the exported file from the Documents tab.

  2. Tap the three-dot menu in the top right corner.

  3. Select Download.

What’s included in the export

PDF: You control this using the toggles described above. By default, photos and photo capture details are included; completed-by/date and assignee are not.

CSV: Each row represents one field on the checklist, with the following columns:

  • Row Type

  • Project

  • Checklist

  • Section

  • Field

  • Question

  • Question Type

  • Response

  • Assigned To

  • Completed By

  • Completed At

FAQs

What information is included in the CSV export?

The exported file includes each field's name, who it was assigned to, the date and time it was completed, and who marked it complete.

Where can I find the saved CSV after downloading?

The file downloads to your computer right away. A copy is also saved automatically in the Project where the Checklist lives.

Can I export a Checklist as a CSV from the mobile app?

Checklist CSV exports are only available on the web app.

Can Standard users export a Checklist as a CSV?

Only Admins and Managers can export Checklists as a CSV.

Can I export multiple checklists at once?

Bulk export isn’t available from within a Project. However, Admins and Managers can export checklist data across all Projects at once. See Exporting Project and Checklist Data for steps.

Will the exported file include photos?

Photos are included in a PDF export. Use the Include Photos toggle in the export window to turn them on or off. Photos are not included in CSV exports.

Does CSV export work for all Checklists?

CSV export is currently available for Classic Checklists only. Advanced Checklists can’t be exported as a CSV at this time.

💡 Tip: Need more help?

Contact our Support team — we're here Monday through Friday.

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