Export a Company 360 Report

Background

After building a 360 report, you can export its data into multiple formats:

• Try Our New PDF Export: Use this for sharing and archiving. This option offers faster downloading and enhanced formatting. 
• CSV / Excel: Use this for data analysis, modification, or processing in an external spreadsheet program.
• PDF: Use this for sharing and archiving. It preserves the report's layout for printing, making it ideal for handouts or record-keeping.

Things to Consider

• Required User Permissions:
  • Company 360 Reporting - User Permissions
  • Project 360 Reporting - User Permissions
• Additional Information:
  • How do 360 Reporting permissions work?

Steps

1. Navigate to the 360 Reporting tool at the Company or Project level.
2. Click the 360 Report you want to open.
3. Click Export and select your preferred format:
   • Try Our New PDF Export
   • CSV
   • Excel
   • PDF