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Export Reports as a CSV

Export projects and/or phase plans into excel file (csv)

Michael Sullivan avatar
Written by Michael Sullivan
Updated over a year ago

To export projects or plans:

  1. Click on the Reports tab

  2. Select Export Tickets from the Ticket Type drop-down list

  3. Select CSV from the Export Format drop-down list

  4. Enter the desired report filters

  5. Click Run Report and then Download

The report includes Project Name, Plan Name, Activity Name, Duration Days, Crew Size, Role Location, Predecessors, Is Blocked, Planned Start, Planned Finish, Actual Start, Actual Finish, Status, Ticket X Position, Ticket Y Position, Pull Column, Type, Creator Project Member Id, Responsible Project Member Id, Assigned Project Member Id, Priority Id, Date Required and Date Requested.

Note: this report type is available only to admin users

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