How do I export Project reports from the customer portal?

Updated on May 12, 2021 08:00AM by Admin

Apptivo provides a third party customer portal to connect with your customer individually. It allows you to provide access from your Apptivo Projects app as per your preferences. With that, the customers can eventually have the access to the projects that are assigned to them or created for them. Furthermore, they can export the Projects list on the excel file by using the bulk actions.

Click here to know how to create and provide access to the cases portal for your customers.

Steps to Export

  • Log in and access the Projects app from your customer portal
  • Select the list of projects that you want to export.
Projects Portal

  • Click on the Bulk Actions and select Export → Select the file format .xls → Current view.
Bulk Actions

  • The case lists will be downloaded from the portal to the excel sheet.
  • You can view the project information table in the exported excel sheet.
Excel Sheet

  • You can also disable the function by disabling the bulk actions toggle from your Apptivo Projects app or you can provide the privileges for your customers to use the export option.
  • Go to Projects App from your Apptivo account.
  • Then, click on the More Details (...) → Settings → Security → Actions → Bulk Actions.

  • By disabling the Bulk Actions toggle, it will not be visible on the Projects portal for all projects portal users.

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