Reports and exports

Understand available exports

Know which data can be downloaded today and which report controls are not active.

Export the project list

1
Open project export
Go to Projects → Import and Export → Export.
Open this page
2
Choose the scope
Download active, budgeted, or archived projects.
3
Choose a format
Select CSV or Excel. Both options currently return CSV-formatted data that spreadsheet software can open.

Report exports

Export, print, and Save report controls in the reporting workspace are not active today. Do not treat them as a backup or compliance export path.

A client-facing invoice can be printed or saved as a PDF through the browser's print dialog. This is a document copy, not a full invoice-data export.

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Keep going

Move project reference data in bulk with a strict, round-trippable CSV format.

Find the exact time entries behind report totals.

Deliver an invoice to client contacts and understand the secure public view.