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How Can I Download My Project List?

Here's how to export your Project List to Excel so you can report on project data or schedule deliveries.

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

This feature is available on all Goodshuffle Pro Plans.

Need to run a report or organize your upcoming deliveries? You can export your filtered Project List to Excel in just a few clicks.

Step-by-Step: Export Your Project List

  1. Apply any filters to narrow down your list.
    Examples: “Next 7 days,” “Signed Projects,” “Specific Location.”

  2. Select the projects you'd like to include in your download.

  3. Click the “Bulk Download” button in the top right of your Project List.

  4. Choose “Download Project List” and click “Email Files.”

  5. You’ll receive an email with an Excel file containing your filtered project data.

📦 The file will include all your currently applied Custom Columns, making it easy to answer questions like:

  • How much is scheduled for delivery this week?

  • Which clients haven’t signed yet?

  • What’s the subtotal by location?

Note that Goodshuffle Pro Lite Plans can only export Contracts (signed and unsigned) from the Project List. You must upgrade to Goodshuffle Pro Standard to export other files.


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