{"id":4123,"date":"2023-06-19T15:04:32","date_gmt":"2023-06-19T07:04:32","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=4123"},"modified":"2024-05-27T13:33:31","modified_gmt":"2024-05-27T05:33:31","slug":"checklists-custom-excel-layout","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists-custom-excel-layout\/","title":{"rendered":"Checklists Custom Excel Layout"},"content":{"rendered":"\n<p>Facility managers may want to export completed <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists\/\">preventive maintenance<\/a> checklists as CSV\/Excel files. With this feature, clients can now include columns in the CSV Export from fields within the checklists.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Checklists Custom Excel Layout\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/pQxaCNskQzs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Configuring CSV Export Fields<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To use this feature, log into FacilityBot Web Portal.&nbsp;<\/li>\n\n\n\n<li>Go to Features-&gt;Checklists-&gt;For Review.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"562\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-1024x562.png\" alt=\"\" class=\"wp-image-4128\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-1024x562.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-300x165.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-768x422.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-1536x844.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-920x505.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-230x126.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-350x192.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34-480x264.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-34.png 1566w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the three dot menu. Select \u201cConfigure CSV Export Fields.\u201c<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"522\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-1024x522.png\" alt=\"\" class=\"wp-image-4129\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-1024x522.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-300x153.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-768x391.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-1536x783.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-920x469.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-230x117.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-350x178.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35-480x245.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-35.png 1688w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You will be redirected to a page to configure which fields are to be included in the CSV export file.<\/li>\n\n\n\n<li>On the right-hand side, the page shows the list of default fields that will be included in the CSV export file.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"557\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-1024x557.png\" alt=\"\" class=\"wp-image-4130\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-1024x557.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-300x163.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-768x418.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-1536x836.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-920x501.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-230x125.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-350x190.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36-480x261.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-36.png 1584w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The left-hand side shows the list of parent checklists and their corresponding checks.&nbsp;<\/li>\n\n\n\n<li>You can also select fields from parent checklists. Each Parent Checklist can have multiple checks. When a check from a Parent Checklist is added as a CSV Export Field, the response for that check from all Child Checklists created from that Parent Checklist will be included in the CSV Export File.<\/li>\n\n\n\n<li>Click on the plus button beside the checklist ID to show the fields.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-1024x560.png\" alt=\"\" class=\"wp-image-4131\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-1024x560.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-300x164.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-768x420.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-1536x840.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-920x503.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-230x126.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-350x192.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37-480x263.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-37.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the \u201c+Add Field\u201d button to add the field to the CSV Export File.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"556\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-1024x556.png\" alt=\"\" class=\"wp-image-4132\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-1024x556.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-300x163.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-768x417.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-1536x834.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-920x499.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-230x125.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-350x190.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38-480x260.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-38.png 1570w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once added, the field will appear on the list of included fields in the right column.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-1024x560.png\" alt=\"\" class=\"wp-image-4133\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-1024x560.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-300x164.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-768x420.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-1536x840.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-920x503.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-230x126.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-350x191.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39-480x263.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-39.png 1572w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once all the fields have been added, click on the \u201cSave\u201d button.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"566\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-1024x566.png\" alt=\"\" class=\"wp-image-4135\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-1024x566.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-300x166.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-768x424.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-1536x849.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-920x508.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-230x127.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-350x193.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40-480x265.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-40.png 1560w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once configured, managers can export checklists under the \u201cFor Review\u201d section as CSV\/Excel files. The custom fields will be included in the CSV\/Excel files.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Downloading Checklist CSV\/Excel File<\/h2>\n\n\n\n<p>Managers can export up to 90 days of checklist data.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Back on the main page, click on the three dot menu.&nbsp;<\/li>\n\n\n\n<li>Select \u201cExport CSV\u201d to download the file.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"566\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-1024x566.png\" alt=\"\" class=\"wp-image-4136\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-1024x566.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-300x166.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-768x425.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-1536x849.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-920x509.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-230x127.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-350x194.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41-480x265.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-41.png 1566w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The downloaded CSV\/Excel file will contain the custom fields.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"603\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-1024x603.png\" alt=\"\" class=\"wp-image-4137\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-1024x603.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-300x177.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-768x452.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-1536x905.png 1536w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-920x542.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-230x135.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-350x206.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42-480x283.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/06\/image-42.png 1552w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Facility managers may want to export completed preventive maintenance checklists as CSV\/Excel files. With this feature, clients can now include columns in [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[44],"class_list":["post-4123","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Checklists Custom Excel Layout - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists-custom-excel-layout\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Checklists Custom Excel Layout - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Facility managers may want to export completed preventive maintenance checklists as CSV\/Excel files. 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