Export Smart Report to Excel

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:

  1. Open a project in the classic project workspace.
  2. On the project dashboard menu, click Reports.
  3. Click Select Report Type or Report Type. A dropdown menu with the available reports displays.
  4. Select a report type.
    The report and its corresponding data load automatically.
    Note: You can select multiple report types.
  5. Click to export.
    After loading, an XLSX file containing the submittals register data will automatically save in your local drive.