How to Export Card Data in ClickUp
Exporting card information from ClickUp lets you analyze your work outside the app, share summaries, and back up key details from your boards. This guide explains each export option available from cards so you can confidently download the exact data you need.
Where ClickUp card exports are available
You can export data directly from a board view. The export options are available from the view settings menu and from individual cards, depending on what kind of information you want to download.
Before you start, make sure you have access to the board, and that exporting is allowed in your workspace. If you do not see export options, your role or permissions may be limited by an admin.
Export card data from a ClickUp board
The primary way to export a full set of card information is to export the board data as a CSV file. This gives you a spreadsheet-ready format for reporting, pivot tables, or imports into other tools.
Steps to export board card data in ClickUp
- Open the space and folder that contains your board view.
- Switch to the board view that lists the cards you want to export.
- Locate the view options or view settings menu (usually represented by three dots in the board toolbar).
- Click the menu and look for an Export or Download option.
- Select the CSV export option to download your board's card data.
- Save the CSV file to your computer, then open it with your preferred spreadsheet tool.
The CSV export includes key details about each card visible in the board view at the time of export. You can typically customize what is visible in the board before exporting so the CSV only contains relevant data.
Customize board columns before export
Because CSV exports mirror the visible columns on your board, it is helpful to configure your columns before exporting. In ClickUp, you can show or hide columns to control what appears in the resulting file.
- Show or hide columns such as status, assignee, tags, and dates.
- Reorder columns to match how you want them to appear in your spreadsheet.
- Filter cards so only a subset of work is exported.
- Group cards if your export should reflect certain categories.
Adjusting the board layout first gives you a cleaner export and reduces time spent rearranging data later.
Export fields and activity from individual ClickUp cards
Sometimes you only need details from one or a few cards. For that, you can use export options at the card level to extract field values or activity history.
Export card field details in ClickUp
Card fields include properties like name, status, custom fields, dates, and assignees. From a single card, you may have options to copy or export a structured snapshot of these values.
- Open the card you want to export.
- Look for a More or options menu within the card.
- Choose an option to copy or export card details, if available.
- Paste or open the exported information in your documentation or analysis tool.
This is useful for sharing a quick summary of a card with stakeholders who do not use ClickUp, or for documenting important work items in another system.
Export card activity or comments
In some cases you may want a record of the conversation and changes that occurred on a card. Activity exports can help with audits, retrospectives, or client reporting.
- Open the card and go to the activity or comments section.
- Use filters to focus on comments, status changes, or other events.
- If an export, copy, or print option is available, select it.
- Save or paste the output for your records.
Because activity data can be extensive, consider filtering to only the most relevant updates before you export.
What data you can export from ClickUp cards
Depending on your workspace configuration and plan, card exports can contain a broad set of data points. When you export from a board or card, you may see some or all of the following:
- Card ID and name
- List, folder, and space location
- Status and priority
- Assignees and watchers
- Start dates, due dates, and time estimates
- Custom fields configured for your workflow
- Tags and labels
- Points, story units, or estimation values
- Creation and last updated timestamps
- URL link to open the card back in ClickUp
The exact set of columns can vary, but these common fields allow you to build reports, dashboards, and summaries tailored to your process.
Use exported ClickUp data for reporting
Once you have exported card data from ClickUp as a CSV file, you can use it in a variety of ways.
Analyze card data in spreadsheets
Open your CSV in tools like Excel or Google Sheets to perform more advanced analysis than you might do directly in a board view.
- Create pivot tables to group work by assignee, status, or tag.
- Build charts to visualize throughput, cycle time, or workload.
- Filter and sort to identify blockers or overdue items.
- Combine multiple exports to compare periods or teams.
Because the export is a flat table, it is easy to join with other data sources or automate recurring reports.
Share exported data with stakeholders
Not every stakeholder has access to your workspace. Exported data lets you share structured information while controlling what is visible.
- Send CSV snapshots for weekly or monthly status updates.
- Attach exports to client reports that summarize project progress.
- Provide auditors or leadership with filtered datasets.
You can also store periodic exports as a lightweight archive of board history outside ClickUp.
Best practices for exporting ClickUp card data
To get the most value from your exports, keep these practices in mind.
Limit exports to necessary scopes
Export only what you need instead of entire boards if your analysis focuses on a subset of cards.
- Filter by assignee, status, or tag before exporting.
- Use date filters to restrict to a specific time period.
- Hide columns you do not need in your report.
This keeps exports manageable and reduces the risk of sharing excess data.
Protect sensitive data
CSV files can be easily copied and shared, so treat exported data with the same care as other business records.
- Store exports in secure locations with appropriate access controls.
- Remove sensitive columns before distributing files externally.
- Delete temporary exports you no longer need.
Always verify that workspace policies and compliance requirements are followed when exporting information from ClickUp.
Troubleshooting ClickUp card exports
If you encounter issues when trying to export card data, a few common causes are easy to check.
- Missing export option: Your role may not have permission, or exports may be restricted. Contact a workspace admin.
- Empty or partial CSV: Filters or column visibility in your board might exclude the data you expect. Clear filters or adjust visible columns, then try again.
- Incorrect formatting: Open the CSV with a tool that supports UTF-8 encoding and proper delimiter recognition.
- Large exports: If your board has many cards, consider splitting exports by filter criteria.
For more detailed and up-to-date instructions, review the official documentation for exporting data from cards at this ClickUp help center article.
Additional resources for optimizing ClickUp data
If you want to design better reports, dashboards, or automation around your exported data, specialized guidance can help you get more from your workflows.
You can learn more about process optimization, reporting strategy, and implementation by visiting Consultevo, a consulting resource focused on modern productivity and data-driven systems.
By understanding how to export and manage card data from ClickUp, you gain flexibility to analyze work, keep stakeholders informed, and maintain records that extend beyond your boards, all without disrupting your existing workflows.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
