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How Can I Create a Custom Pull Sheet?

Learn how to export your project’s Pull Sheet to Excel and customize it to match your team’s preferred format.

Colin Connor avatar
Written by Colin Connor
Updated over 2 weeks ago

To access this feature, you must be on Goodshuffle Pro Standard or above.

First, click 'Print' in the top right of your project:

Next, select 'Pull Sheet' and 'Excel':

Then, click 'Print' - an Excel file will be downloaded.

Using the Excel Document

First, open up Google Sheets (I find this the easiest method to manipulate an excel document).

Next, import the downloaded Excel file:

You'll get two tabs on this import - let's dive into the Raw Line Items:

Next, click Data > Pivot Table:

From here, we can create our own custom Pull Sheets!

Pull Sheet by Line Item Group and Category

Add your Rows and Values on the right hand side of your screen with these suggestions.

And now you'll see a Pull Sheet broken down by Line Item Group, but also all the categories needed inside that group:

We add in Item ID in case an item is part of a package and a stand alone item on the project.

Bonus Tips

  • Package contents will be indented slightly.

  • Pool members will be marked with <Pl>

  • Subrentals will be marked with <SR>


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