Exporting Issues from the Dashboard

Issue Tracking

From the dashboard, you can export a Issues to a PDF document or a CSV file.

Exporting Issues to a PDF from the Dashboard.

To export multiple issues as a PDF report, navigate to the dashboard.

Filter the Issues table for the desired set of issues by using the Filters, keyword search, issue statuses, drop-downs, or a combination of these filters combined (e.g. all ‘To Do’ issues assigned to ‘Christina’ in the project ‘Hyperloop Pod Design’).



Next click the ‘Export’ button in the top right of the issues list table and select ‘PDF Document’. A "Please Confirm" window will appear, click OK.



When your PDF Export is complete, click the ‘Download PDF’ button, then open the downloaded PDF file to view.



Exporting Issues to a CSV file from the Dashboard


Filter the Issues table for the desired set of issues by using the Filters, keyword search, issue statuses, drop-downs, or a combination of these filters combined (e.g. all ‘To Do’ issues assigned to ‘Christina’ in the project ‘Hyperloop Pod Design’).



Next click the ‘Export’ button in the top right of the issues list table and select ‘Comma Separated Values (.csv)’. A "Please Confirm" window will appear, click OK.


When your CSV export is complete, click the ‘Download CSV’ button, then open the downloaded CSV file to view. The file will open in Microsoft Excel by default.