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Export Observations as a PDF or CSV

Objective

To export a Project level observation as a PDF or CSV.

Things to Consider

  • Required User Permissions: 'Read-only,' 'Standard,' and 'Admin' permissions on the Project level Observations tool.
  • You cannot export a filtered list of a PDF or CSV. If you filter and then click the respective button, it will still export all observations.

Steps

  1. Navigate to the Project level Observations tool.
  2. Search for and Filter Observations
  3. In the top right of the page, click the PDF or CSV button.

PDF

  1. Click the PDF button.
  2. To export the Observations log with the photos and drawings attached, click Print w/ photos and drawings. The PDF file will be processed and emailed to the email associated with your account when it's done.


     
  3. The following information will be reflected on the export:
    • #
    • Type
    • Trade
    • Title
    • Asignee
    • Assignee's Company
    • Date Notified
    • Due Date
    • Status
    • Priority
    • Location
    • Linked Drawings
    • Attached Photos
  4. To export the Observations log without the photos and drawings attached, click Print w/o photos and drawings. The PDF file will download to your computer's default "Downloads" folder.


     
  5. The following fields will be reflected on the export:
    • #
    • Type
    • Trade
    • Title
    • Asignee
    • Assignee's Company
    • Date Notified
    • Due Date
    • Status
    • Priority
    • Location

CSV

  1. Click the CSV button. The CSV file will download to your computer's default "Downloads" folder.


     
  2. The following fields will be reflected on the export:
    • #
    • Type
    • Trade
    • Title
    • Asignee
    • Assignee's Company
    • Date Notified
    • Due Date
    • Status
    • Priority
    • Location

 

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Last modified
14:32, 1 Sep 2016

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