Export a Project Single Tool Report

Objective

To export a custom project report.

Things to Consider

  • Required User Permissions:

    • Access to the custom report as:* Creator
      OR* Viewer

Steps

  1. Navigate to the Project 360 Reporting tool.

  2. Click on the report you want to export.

  3. Click Export.

  4. Choose one of the following options:

    • PDF. Click this option to export the report to the Portable Document File (PDF) format. The PDF will respect any expanded or collapsed columns.

    • PDF with Visuals. Click this option to export a report to the PDF file format that includes any visuals that you added.

    • Excel. Click this option to export the report to the Microsoft Excel (XLSX) format.
      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.