Export a list in CWM

task australia Updated Sep 10, 2026 1 min read export-a-list-in-cwm.md
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Export the records in a default or custom list in Collaborative Work Management to Excel, CSV, JSON, or PDF, either as a direct download or delivered by email.

Before you begin

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. Select Lists under Quick access.

  3. Select the My lists or Default lists tab.

  4. Open the list that you want to export.

  5. Select Export.

  6. In the Export dialog, select a File Type.

    You can export to Excel, CSV, JSON, or PDF.

    [Omitted image "cwm-export-lists-option.png"] Alt text: Export dialog showing file type options: Excel, CSV, JSON, and PDF.

  7. If you're exporting a PDF, select an orientation such as Landscape.

  8. If you're exporting an accessible PDF, select the Accessible PDF check box.

  9. Under Delivery Type, select Download or Email.

  10. If you select Email, enter an email address in the Email field.

  11. Select Export.

Result

Depending on the delivery type you selected, the file downloads directly on your system or is sent to the email address you entered.

Parent Topic:Manage lists in Collaborative Work Management

Keywords export listListsCollaborative Work Management
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