Export work to a spreadsheet

Press Export (the download icon at the right of the totals strip). A CSV file downloads with the jobs that match your current filters.

Export is at the right end of the strip.

The file has one row per job, with the work item, client, client group, assignee, work type, status, queue, start, due and deadline dates, tasks, budget and actual time and money, and fees. It holds up to 1,000 jobs: filter first for larger firms.

Note

Restricted Users cannot export, and the icon is not shown to them.