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How can I download my Project List?

Here's how you can export an excel document of your Project List.

Colin Connor avatar
Written by Colin Connor
Updated over a month ago

Want to run some reports or generate some data about your projects or schedule your deliveries for a week?
You can quickly and easily download a manipulatable Excel document of your current project list by following these quick steps:

  • First, apply any filters you'd like to add to your projects (Next 7 days, just signed projects, just projects for a specific location, etc) and select those projects.

  • Then, click the Bulk Download button in the top right of your project list.

  • Next, select to download your Project List and click 'Email Files'.

  • Finally, you'll receive an email with the attachment of your project list that will contain all of your currently applied Custom Columns to answer any burning questions!

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