How do I generate a report of my projects?

How to export a Projects report:

  1. Go to Project Mgmt.
  2. Click the Advanced Search icon to open the advanced view.
  3. Enter parameters that mirror what you’re trying to pull a report for and then click Search. To learn more about search, click here.
  4. Click the export icon and your report will immediately begin downloading in CSV format. 

Note: If you’re wanting to export ALL of your projects, just skip the filtering steps and click the export icon directly from Project Mgmt.

Jun-29-2018_14-49-08.gif

 

Have more questions? Submit a request