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Export a Custom Project Report

Objective

How to export a custom project report to PDF, Excel, or Tableau.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project level Reports tool and 'Admin' level permissions on the tool that is being reported on.

Steps

  1. Navigate to the Project level Reports tool.
  2. Click the name of the report you want to export under Custom Reports.
  3. Click the PDF, Excel, or Tableau button in the upper-right hand corner.



    (Note: Your report will export to a .xlsx file and be downloaded to your computer's native Downloads file unless it is over 3,000 lines long. In this case, you will receive an email with a download link.)
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Last modified
10:03, 12 Aug 2016

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