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How to Export Issues from Shape's Issue Tracker

Learn how to export single or multiple issues in PDF, Excel, or CSV format to support reporting and project documentation.

This guide shows you how to export issues from the Issue Tracker in Shape. Whether you need to export a single issue for documentation or a group of issues for reporting, follow the steps below to generate exports in the format you need.

Exporting a Single Issue

Use this method when you need a detailed PDF of a specific issue.

  1. Open the Issue

    • Navigate to the issue you want to export.

  2. Click the Export Icon

    • Find the Export icon in the top-right corner of the issue page.

  3. Select Fields to Include

    • A prompt will ask which fields you’d like to include. Select the ones relevant to your report.

  4. Submit and Download

    • Click Submit to generate the PDF.

    • The file will be automatically downloaded to your device.

Exporting Multiple Issues

To create a report of several issues, follow these steps:

  1. Go to the Issue List

    • Navigate to the full list of issues for your project.

  2. Click Export

    • Use the Export button in the top-right of the issue list.

  3. Choose Export Format

    • Select the format that suits your needs:

      • Excel – for data analysis or editing in spreadsheets

      • CSV – for importing into other systems or working with large datasets

      • PDF – for fixed-format, printable reports

  4. Download the Export

    • The export will reflect the current view and any filters you’ve applied.

    • Confirm and download the file to your device.

Tips for Exporting Issues

  • Check Filters
    Make sure your current filters (e.g. status, priority, location) match the issues you want to include before exporting.

  • Review the Export
    Double-check the downloaded file to ensure it includes all necessary data.

  • Pick the Right Format
    Use:

    • Excel for sorting and analysis

    • CSV for integration or processing

    • PDF for distribution or records

By exporting issues in Shape, you can keep stakeholders informed, document problem areas, and support decision-making through clear, structured reporting. For additional support, contact the helpdesk or explore other parts of the Issue Tracker help guide.