Excel/CSV Export
On a project, click the blue 'Export' button in the top-right corner of the project page
Select 'Export Excel/CSV' from the menu
Then, select the desired list to export (e.g. 'Parcels')
This will expand the list export tool automatically.
Select desired columns for export
Either check the box by 'Select All Columns' OR
Select columns individually by clicking the 'Select Columns' menu
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Save time in the future by saving an export format as a template. Templates are visible across all users within a company.
Save time and create a consistent export process by saving a template for future use. Saved templates will appear at the top of the export sidebar window and will be available to all users within your organization.
Select the desired columns to include in template (ether check the box by 'Select All' or add individual columns via the 'Select Columns' option)
Expand the 'View Columns' section
Change the column export name (if desired) by clicking the 'export name' link and inputting the new column name you'd like to use instead.
Change the sort order of columns as desired by clicking the arrows to the right of the column names.
Add a name for the new template in the 'Template Name' field at the bottom
Click 'Save Template'
The newly saved template will appear at the top of the Export sidebar window for future use:
Click the name of the template to apply the export template
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