Export a detailed smart report to Excel to gain insights into project trends and support your data-driven decision-making.
Before you export a smart report, the project must have added families or sections.
To export smart report to Excel:
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Open a project in the
classic project workspace.
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On the project dashboard menu, click
Reports.
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Click
Select Report Type or
Report Type. A dropdown menu with the available reports displays.
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Select a report type.
The report and its corresponding data load automatically.
Note: You can select multiple report types.
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Click
to export.
After loading, an XLSX file containing the submittals register data will automatically save in your local drive.