How to Export Retention Schedules in Excel Format

For agencies that want the records retention schedules in Excel or .csv format, please do as follows:

1. Click the "Search Retention Schedule Database" button

   Search Retention Schedule Database

2. Select the schedule you wish to search

   

3. Select what series/categories you wish to include

   Pro Tip: Database includes both "Active" and "Inactive" series

4. Click "Download Results" to export Excel file

Last Updated: August 2026