Export Data from Reports

Applies to

Resource Management

You can export data from the Reports page for use in invoicing, importing into other tools, or for 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:

  1. Create your report
  2. In the upper-right corner of the report, click Export
  3. Select a format for your file. 

Via Email:

Emailed CSV links are not subject to Resource Management's report size limit so they are a good way to export large datasets for advanced analysis in other tools.

Request Underlying Data is not available for utilization reports.

  1. Create your report.
  2. Below Run Report, click Request Underlying Data.

When the CSV is ready, you will receive email notification (including a link to download the CSV file) at the email address associated with your Resource Management account. It may take up to 24 hours to receive the email, depending on report scope and system load.