Export a CWM Board to CSV or Microsoft Excel

task australia Updated Sep 10, 2026 1 min read export-a-board-in-cwm-to-csv-or-excel.md

Export the list view of Collaborative Work Management (CWM) Boards to CSV or Microsoft Excel. Use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.

Before you begin

Create a Board in CWM

Role required: sn_cwm.cwm_user

Procedure

Navigate to Workspaces > Collaborative Work Management.
From a Space, select the Board that you want to export.
From the Board header, select the More options icon ([Omitted image "cwm-icon-more-options.png"] Alt text: More options icon.), and then select Export.

[Omitted image "cwm-board-export-option.png"] Alt text: Exporting a Board in CWM.
In the Export dialog, select the Board view that you want to export and the file type.

Option	Description
Current board view	Current board view: Exports only the currently displayed columns in the Board, including any column sorting or filters. From the File type drop-down list, select CSV or Excel.
Complete board view	Complete board view: Exports all the columns in the Board, including the columns that aren't displayed. From the File type drop-down list, select CSV or Excel.

5. Select **Export**.

\[Omitted image "cwm-board-export.png"\] Alt text: Export dialog.

**Note:** The exported file doesn't retain the hierarchy of the tasks from the Board and all links, including URLs, references to records and assigned users, are converted to plain text.

Result

The file is downloaded and saved in your local system.

Parent Topic:Managing work using Boards in CWM

79 lines · 2.9 KB Wrap lines

---
title: Export a CWM Board to CSV or Microsoft Excel
description: Export the list view of Collaborative Work Management \(CWM\) Boards to CSV or Microsoft Excel. Use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/collaborative-work-management/export-a-board-in-cwm-to-csv-or-excel.html
release: australia
product: Collaborative Work Management
classification: collaborative-work-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage work using Boards, Use, Collaborative Work Management, Strategic Portfolio Management]
---

# Export a CWM Board to CSV or Microsoft Excel

Export the list view of Collaborative Work Management \(CWM\) Boards to CSV or Microsoft Excel. Use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.

## Before you begin

[Create a Board in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/create-boards-in-cwm.md)

Role required: sn\_cwm.cwm\_user

## Procedure

1.  Navigate to **Workspaces** &gt; **Collaborative Work Management**.

2.  From a Space, select the Board that you want to export.

3.  From the Board header, select the More options icon \(\[Omitted image "cwm-icon-more-options.png"\] Alt text: More options icon.\), and then select **Export**.

    \[Omitted image "cwm-board-export-option.png"\] Alt text: Exporting a Board in CWM.

4.  In the Export dialog, select the Board view that you want to export and the file type.

<table id="choicetable_jqy_k2k_bdc"><thead><tr><th align="left" id="d267023e128">

Option

</th><th align="left" id="d267023e131">

Description

</th></tr></thead><tbody><tr><td id="d267023e137">

**Current board view**

</td><td>

-   **Current board view**: Exports only the currently displayed columns in the Board, including any column sorting or filters.
-   From the File type drop-down list, select **CSV** or **Excel**.


</td></tr><tr><td id="d267023e163">

**Complete board view**

</td><td>

-   **Complete board view**: Exports all the columns in the Board, including the columns that aren't displayed.
-   From the File type drop-down list, select **CSV** or **Excel**.


</td></tr></tbody>
</table>5.  Select **Export**.

    \[Omitted image "cwm-board-export.png"\] Alt text: Export dialog.

    **Note:** The exported file doesn't retain the hierarchy of the tasks from the Board and all links, including URLs, references to records and assigned users, are converted to plain text.


## Result

The file is downloaded and saved in your local system.

**Parent Topic:**[Managing work using Boards in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/cwm-boards.md)