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