When you are exporting your data from Allex, you will receive a CSV file in which all selected data is structured in the form of text

This gives you the option to process data with Excel or other applications to create analyses and reports

In the Portfolio section, you can use the Quick export to export all project data (Project-ID, name, Task-ID, responsible, status, resource assignments and custom fields) of the organisation

Click on Export to CSV in the three-dot menu on top and select Quick export

If you only want to export selected data or projects, type your selection criteria (e.g. @Hannah & #Status:Planned) into the search field and press Export to CSV and select Quick export

To be able to export task data in addition to project data, Global Search offers several options

Open Global Search and select between Tasks and Projects

Enter your search criteria, e.g. you want to export all completed tasks of the responsible Hannah from the AB145 projects. This will result in the following search criteria: Tasks; @Hannah, #Status:Planned and AB145

Next, you download the CSV export just like in Portfolio using the three-dot menu

You can extend the Quick export with the resource information on booked hours per team or role

Click on your preferred export option and you will receive a notification that the download link has been sent to you via email

Go to your Profile by clicking on your profile picture in the bottom left corner and choose Manage organisations

Choose the organisation you need from the list

Using the three-dot menu click Download member list (CSV) and the download will start immediately. You can find your CSV file in the Downloads section on your browser

Open the file on your computer

Now you can start creating reports and analyses