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Save to Excel

Some information can be saved to Excel so that you can work with it outside of Pirform.

Exporting boards and circuits to Excel

When working in a certificate, you can use the Board Manager to export a list of the boards and circuits in that certificate to Excel.

To do that, click Export Boards in the ribbon:

Export Boards button on the ribbon interface in Board Manager

This will create an Excel workbook containing two sheets. One showing a list of the boards in the certificate along with any notes that were entered at the board:

Excel showing exported board notes, including board names and notes

And one showing a list of the circuits in the certificate:

Excel sheet listing exported circuits, showing circuit names, descriptions, and other details

Exporting observations to Excel

When working in a certificate, you can export a list of the observations in that certificate to Excel.

To do that, click File in the robbon and then Export Observations:

Export Observations option in the ribbon within the File menu

This will create a CSV file (which opens in Excel) containing a list of the observations in the certificate.

CSV file preview in Excel showing exported observation details with fields like observation and location

Exporting boards

Pirform's Board Manager shows a view of the boards arranged as they are supplied. You can print or export the boards as they are supplied by clicking Print Boards:

Print Boards button in the ribbon interface in Board Manager

This opens a preview that allows you to print directly or to export to a number of formats.

Preview screen for exporting boards, showing options for different file formats including Excel

Selecting Excel will save an open an Excel workbook containing the boards arranged as per their supplies that you can continue to work with outside of Pirform.

Excel sheet showing exported boards arranged as per their supplies