Exporting documents & folders as Excel
Export documents & folders
It is possible to export a complete list of all documents and folders of a project and process them in Excel. This allows individual evaluations to be created based on the current data. The document list is continuously synchronized, which prevents different or outdated versions from being in circulation. The option to export is available for selection in the documents in the project. All documents & folders to which the user has Visual rights are always exported. The list can then be filtered and analyzed in Excel.
A ".iqy" file is downloaded during export. This establishes a direct connection to the documents in buildagil.
When the file is opened, it opens automatically in Excel. All documents & folders with the live status are now displayed here. If a change is made in buildagil, this is updated in the Excel file.
Project structure, data analysis, live data, synchronization, project overview, data export, evaluation, document list, folder list, plan list
Troubleshooting
It may happen that the error message "An unexpected error has occurred. Changes to your data cannot be saved." appears when opening the ".iqy" file, causing the export of the document list to fail:
If this error occurs, you should check which Microsoft account was used to log in to Excel. Error-free synchronization can only take place if the Microsoft account of the user in buildagil matches that of the Excel application. Synchronization is prevented if the accounts are different.
Troubleshooting, iqy file, Excel synchronization, Microsoft account, document export, error message
Updated on: 07/10/2025