How do I Export Project Records from Apptivo?

Updated on June 30, 2020 07:31AM by Admin

  • Log in and access Projects app from the universal menu.
  • Click on the show all from the left panel. You can view the list of Projects.

  • Either select all or select the peered list of projects that needs to be exported.
  • By selecting the projects, the Bulk Actions will be Active.
Select All

  • Click on the Bulk Actions and select the Export. Select the .XLS.
  • You can export the project records by All Fields and the Current View.
Bulk Actions

  • By Selecting the All Fields, the Exported excel field will have all the fields from the Projects app.
All Fileds

  • By selecting the Current view, you can download the reports with only the current view displayed in the table.
  • You can also customize the currently displayed fields by using the Display dropdown with the selected fields.
  • For Example, you want to remove the Description field from the current display. Click on the display dropdown and untick the field from the field and add the other fields as per your preferences.

  • With that, you will get only the selected displayed current view on the download excel file.
Current view