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Export an Initiative Summary List to Excel
Export an Initiative Summary List to Excel

How to export to Excel

Chuen Seet avatar
Written by Chuen Seet
Updated over 2 years ago

The Initiative Summary List document is a table of all your initiatives and the associated properties such as costs and benefits.  If you want to import this list into another software product or just do some fancy spreadsheet analysis, then you can  export your list to Excel.

Note, not all published documents supports exporting to Excel.

To export your Initiative Summary List to Excel, you must change the Format option from Print to Excel for the document (as shown below).  

You can click on the download button or the Excel icon on the page to commence the download of the Initiative Summary List to an Excel file.

Tips: You can choose to include or exclude the Cost and Benefits columns and/or the Stage and Theme columns through the properties panel.

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