Export and print your Atwork data

What you can take out of Atwork, and in which format, depends on where the data lives:

Export a table view to Excel

Open the table view you want, click the Settings icon in its toolbar, and choose Export under Actions. Atwork downloads an .xlsx file named after the view, with your records on one worksheet.

What the file contains

The rows follow the view's filters; the columns do not follow the view.

• Rows: every record that passes the view's filters and any active filter chips — all of them, not just the ones loaded on screen.
• Columns: every field in the sheet that can be exported, including fields you have hidden in the view. The header of each column is the field's name.
• Order: the view's sort is not applied. Sort the rows in Excel after you open the file.
• Values: people, teams, statuses and options come out as names and labels, not internal codes.

Exported field types: text, number, date, duration, checkbox, email, phone, URL, status, select, multi-select, employee, team, job, location, relation, mirror, rollup, formula, and the created/modified date and person.

Not exported: files and attachments, document fields, Employee List and Team List fields, Rate, Vote, Timer and Button fields, and Link fields. Add those by hand if the recipient needs them.

Export a chart or its numbers

Any dashboard widget exports its numbers as a CSV file, and chart widgets also export as a PNG image. Both options are in the widget's menu:

• Export as CSV gives the numbers behind the widget: one column for the labels and one per series. The file opens correctly in Excel, including non-Latin text.
• Export as PNG gives an image of the chart, ready for a slide or a report. It is not offered on Number and Table widgets, which have no chart to capture.

Both files are named after the widget.

Download a document as HTML

A document field — the rich-text notes on a record — opens in its own window when you click it. The Download As HTML icon in that window's header saves the document as a single HTML file, with its formatting, that any browser can open or print.

Can I print from Atwork?

Only invoices have a print option. There is no Print button on sheets, views or dashboards, so to print that data, export it first and print the file:

• A list of records: export the table view to Excel, then print from Excel, where you control the page layout.
• A chart: export it as PNG and print or paste the image.
• A document: download it as HTML and print it from your browser.
• An invoice: go to Settings → Invoices, open the invoice and click Download PDF. Your browser's print dialog opens: print it, or choose Save as PDF as the destination.

Before you send an export outside

An exported file has no permissions: whoever holds it can read every column in it. Because hidden fields are exported too, check the file, not the view. Internal notes, costs and margins you hid from the view will still be in the spreadsheet — delete those columns in Excel before you send it.

For an ongoing arrangement, a client portal is usually better than a repeated export: the client sees current data, scoped to them, and nothing leaves your control. See What is the client portal?

Exporting everything

For a full copy of your workspace data rather than one view at a time, raise a ticket and we will help.

Related: Table view · Filter, sort and group · Import data from a spreadsheet · Dashboards and charts · Field types explained