To access this feature, you must be on Goodshuffle Pro Standard or above.
If a client needs a summary of their projects, here’s how to find and export that information from your Projects list.
Step 1: Add the Right Columns
In your “Projects” tab, click “Edit Columns.”
We recommend adding the following:
Remaining Balance
Payment Type
Customer Name
Billing Status
Business
Step 2: Filter by Business
Use the Filters on the left side of the Projects list to search by Business.
For the most accurate results, be sure to:
Expand More Search Options
Include Archived Projects if needed
Step 3: Review and Sort
Your filtered list will now show all relevant projects for that customer, including:
Whether the project is paid Upfront or on Net terms
Which projects have Remaining Balances
Their Billing Status (e.g., due, not due, etc.)
💡 Tip: Projects with a Remaining Balance but no Billing Status likely aren’t due yet.
Step 4: Export to Excel
Scroll to the top-right and click “Download Project List” to export the data to Excel.
This makes it easy to send a clean summary of open or past jobs to your client.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!