To access this feature, you must be on Goodshuffle Pro Standard or above.
When bulk downloading pull sheets, you can sort and download projects by team member to view only the projects they are assigned to.
First, from your Projects list, click "Filters" and select the "Team" filter. Choose the team member you want to filter by.
Once filtered, you can narrow your results further by applying a Date filter as well.
Select the projects you want to include, then click the bulk download icon in the yellow bar. In the Select Files to Download modal, check Pull Sheet (Aggregate) By category under Document Type, choose your file types (XLSX, PDF, or both), set your Categories filter and Group By, then click "Email Files".
In the Categories filter you can include only the categories and subcategories you need—open the dropdown, deselect All, and check any mix of full categories and specific subcategories. Group By then controls whether the items are organized by Primary Category or Subcategory.
For a full walkthrough of the download modal options—including category and subcategory filtering, Group By, Item Images, and format selection—see How Can I Print One Pull Sheet for All My Items Going Out in a Given Period?
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