Export records from the table view

Last update: April 1, 2026

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IMPORTANT

The information in this article refers to Adobe Workfront Planning which your organization can purchase either as an Adobe Workfront package or a standalone product.

Not all capabilities included in the Planning package are available to Workfront Planning when it is purchased as a standalone product.

For general information about Workfront Planning, see Get started with Adobe Workfront Planning.

For information about Workfront Planning as a standalone product, see Get started with Adobe Workfront Planning as a standalone product.

You can export records and their information from the table view to an Excel or a CSV file in Adobe Workfront Planning.

Access requirements

Expand to view the access requirements for the functionality in this article.

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Adobe Workfront package	Any Workfront or Workflow with a Planning package Or Any Planning package when purchased as a standalone product
Adobe Workfront license	Workflow Light or higher
Adobe Planning license	Planning Contributor or higher NOTE Not all customers have Planning Contributor licenses
Access level configuration	You must add both a Workflow and a Planning license type to the access level when you have both a Workflow and a Planning package
Object permissions	View or higher permissions to a workspace and a record type View or higher permissions to a view

For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Export records from the table view

Consider the following when exporting the table view:

The information exported to an Excel file preserves the filters, groupings, and sorts applied to the table view in Workfront Planning. Groupings are not visible in the CSV file.
Thumbnails and custom row colors are not supported in exported files.
Only fields made visible in the Workfront interface are exported. Hidden fields are not exported.

To export information from the table view or a record type:

Go to a record type page and click a table view tab.
Do one of the following:
- Hover over the table view tab’s name, then click the More menu to the right of the view name, then click Export.
- Click Share > Export the current view. This option is available only when you display the table view.

Select one of the following formats:

Excel
CSV

note important
IMPORTANT
You cannot export information from the table view when you display a different view on the screen. You must display the table view that you want to export in order to access the Export option in the More menu.

The file is downloaded to your computer.

(Optional) Go to the downloads folder on your computer and find the downloaded file.

The name of the exported file follows the following format:

Name of the view - name of the record type

For example, a table view for the Campaigns record type generates a file named Table view - Campaigns.

The file displays the following information:
- The column headers are highlighted in black, in the Excel file
- All the fields visible in the Workfront interface, sorted and filtered by the same criteria
- Groupings are preserved in the Excel file
You can now share the exported files with others, or attach them to any communication.

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