Export a Company 360 Report

Objective

To export a report using the 360 Reporting tool.

Things to Consider

• Required User Permissions:
  • For company 360 reports: the user is a company admin.
  • 360 reports can also NOT be exported directly from the inactive project's 360 Reporting tool. 
  • For project 360 reports: the user has 'Standard' or higher level permissions on the 360 Reporting tool and has access to the data they are creating the column with. For more details, see: What additional user permissions are required to access reportable data with 360 reporting

Steps

To export a custom report created using 360 Reporting, follow the steps below:

1. Navigate to the 360 Reporting tool.

   • Use the company 360 Reporting tool for company reports.
   • Use the project 360 Reporting tool for project reports.
2. Click on the 360 report that you want to export.
3. Click Export and select one of the following options:
   • CSV - This exported file downloads to the location specified by your computer.
   • Excel - This exported file downloads to the location specified by your computer.
   • PDF - This exported file opens in a new web browser tab or window.