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How do I export my data to CSV?
How do I export my data to CSV?

Where do I export data to csv? What is a csv export? Why do I export data to csv?

Meltem Akarsu avatar
Written by Meltem Akarsu
Updated over a week ago

In this article you will learn:

1. What is a CSV data export

  • 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

2. Where and how to export data to CSV

You can export data from Portfolio and Global search

Export data from Portfolio view

  • 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

Export data from Global Search

  • 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

3. How to export the member list of an organization

You can export list of all members of your organisation following these steps:

  • 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

Note: only Admins have rights to export CSV files.

4. What happens next

  • Open the file on your computer

  • Now you can start creating reports and analyses

Often questions about "How do I export my data to CSV?" come along with questions about:

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