---
title: Example: Using the Export to Microsoft Excel Action (CAD)
slug: neurons-for-itsm/admin-user-help/enu/latest/example-using-the-export-to-microsoft-excel-action-cad
createdAt: 2026-07-14T19:16:50.305Z
---

:::hint{type="info"}
Although the action is called **Export to Microsoft Excel**, you can also export to a comma-separated value (CSV) or XML spreadsheet.
:::

You can use the **Export to Microsoft Excel** action to export all or some of the field values from a business object to a Microsoft Excel, CSV, or XML spreadsheet. For example, you can export some of the field values from a change record to a Microsoft Excel spreadsheet.

Neurons for ITSM automatically applies sorting settings to any records that you export to Microsoft Excel, CSV, or XML including from the dashboard and the **Saved Searches Overview** page.

When you use the **Export to Microsoft Excel** action to export all or some of the field values from a business object to a Microsoft Excel, CSV, or XML spreadsheet, the file is sorted with both the simple sort order and the multisort settings that you previously set in the list.

See [Export to Microsoft Excel Action](docId\:PNhRiP02CiLsOuKjuAZdY).

1. From the Configuration console, click **Build > Automation Tools > Quick Actions** to open the **Actions Manager** workspace. The list of business objects that have actions appears.
2. Click **Add/Edit** for a business object. The Actions Center appears.
3. Click the **Create New Actions** tab.
4. Click **Export to Microsoft Excel** from the list of options.
5. Enter the following information:

| Field                    | Description                                  |
| ------------------------ | -------------------------------------------- |
| Enter action name        | A name for this action.                      |
| Enter action description | An optional description.                     |
| Enter category           | A category. Select from the drop-down list.  |
| Publish to               | The roles that need access to this template. |

:::hint{type="info"}
Information entered in the **Description** field of an incident record does not retain line breaks when you use the **Export to Excel** action.
:::

6. Edit, add, or leave the **Column Header** and **Fields to Export** values as is.
7. To import relationships, do the following:

:::Paragraph{indent="1"}
a. Under the **Value Expression** heading, click the **function** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/OjqJICL8vxm8hpR633CZg_fx-function.png" alt caption width="13" height="14"} .
:::

:::Paragraph{indent="1"}
b. Under the **Toolbox** heading, expand the name of the business object and then expand **Relationships**.
:::

:::Paragraph{indent="1"}
c. Double click the relationship business object, then double click the **Fields** header underneath it.
:::

:::Paragraph{indent="1"}
d. Select the field to import from the relationship business object.
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:::Paragraph{indent="1"}
e. Click **Save**.
:::

8. Click **Save** to save the action.