Export

Business Plan Required

This feature is only available on Business, Enterprise, or Self-Hosted plans. Free plan users will need to upgrade to access this feature.

You can export your project finance data for reporting or record-keeping purposes.

How to Export

1. Open your project.
2. Click on the Finance tab.
3. Apply any filters to display the data you need.
4. Click the Export button.
5. Your data will be downloaded as an Excel file.

Important Notes

• Currently, you can export data as Excel files only.
• The export will include only the current filtered data. Make sure to apply the correct filters before exporting to get the data you need.