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10. Export Project/Member Data to CSV Files

To export project/member data to a CSV (comma separated value) file, follow these steps:

Note: You must be the Project Manager to changes these settings.

  1. Click Project from the main navigation.

    The Project List window appears.

  2. Click on the Project Name of the project you want to export.

    The Project window appears.

  3. Click Project Settings.

    The Project Settings Menu screen appears for this particular project.

  4. Click on Export Project Data to CSV File.

    The Data Export window appears.

  5. Check the data to export.

    Click Export Project Data.

    Note: The exported data will export without column headings, as each column would require different headings depending on the row. Please refer to the Order of Items in CSV File help page to see how the data is displayed. This page can be found by clicking on the link on the Export Project Data to CSV File page.