To download report to excel, follow below steps.
Step 1: To access the desired project, click on the Project Name tab.
Step 2: Click the Hamburger Menu () at the top-left-hand corner and select Cost.
Step 3: In the Cost Module, navigate to the registers and select the specific register containing the data you want to export.
Step 4: Click Export and choose Current View or All Data.
Tip: To customize your report, click Adjust Columns under Current View to toggle column titles on or off.
Current View will only export the present data on your register view.
All Data will let you export all the data in your specific register including the hidden columns.
These steps are applicable to Budgets, Contracts, Forecasts, and Payments.
Overall, Variations and Cash Flow registers offer an additional feature allowing you to Generate/Create Report in PDF format.
If you still require assistance or have any further questions, feel free to submit a Support Ticket here. Our dedicated Support team is ready and eager to assist you!