Who can use this capability
Resourcing Administrators, Portfolio Editors, People Schedulers, and Portfolio Reporters can run reports.
Export data from reports
You can export data from the reports page for use in invoicing, importing into other tools, or custom reports using pivot tables in Excel.
Report data can be exported in two ways, via the Export menu or via Request Underlying Data.
Via the Export menu:
- Create your report
- In the upper-right corner of the report, select Export.
- Select a format for your file.
Emailed CSV links are not subject to Resource Management's report size limit so they are an excellent way to export large datasets for advanced analysis in other tools.
Request Underlying Data is not available for utilization reports.
- Create your report.
- Next to Run Report, select Request Underlying Data.
When the CSV is ready, you will receive an email notification (including a link to download the CSV file) at the email address associated with your Resource Management account. Depending on the report scope and system load, it may take up to 24 hours to receive the email.