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Export Projects to Excel

You can export your project list to Microsoft Excel for reporting, analysis, or sharing with your team. Before exporting, use filters or saved filters to display only the projects you want to include in the report.

Video

Before You Begin

Before exporting projects, ensure that:

  • You have permission to view the projects you want to export.
  • Any filters or saved filters have been applied to display the desired projects.
  • Microsoft Excel or another spreadsheet application is available to open the exported file.

Step 1: Open the Projects List

Navigate to the Projects page.

Use the available filters to narrow the list to the projects you want to include in your export.

You can also use Saved Filters to quickly display commonly used project views.

Tip: Think of filters as a reporting tool that allows you to export only the data you need.

🎥 Watch this step (0:00)
 https://www.loom.com/share/87106b33480743d59a6f5bb7e503127d?t=0

Step 2: Select the Projects

Once you've filtered the project list:

  1. Click Select All to select every project currently displayed.
  2. Or manually select specific projects if you only want to export a subset.

🎥 Watch this step (0:13)
 https://www.loom.com/share/87106b33480743d59a6f5bb7e503127d?t=13

Step 3: Export to Excel

With the desired projects selected:

  1. Click Export to Excel.
  2. Choose the fields (columns) you want to include in the exported spreadsheet.
  3. Click Export.

The system generates an Excel file containing the selected projects and fields.

🎥 Watch this step (0:16)
 https://www.loom.com/share/87106b33480743d59a6f5bb7e503127d?t=16

Expected Result

After completing these steps:

  • The selected projects are exported to an Excel spreadsheet.
  • The export includes only the fields you selected.
  • The spreadsheet can be used for reporting, analysis, auditing, or sharing with your team.