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 at the Company or Project level. 

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.