Export a report
- 1
Choose the report
Select the project, finance, workforce, or enabled-module report you need.
- 2
Set the date range
Apply a period when the report supports activity-based filtering.
- 3
Choose a project when supported
Use a specific project or All Projects on report types that provide project filtering.
- 4
Export Excel
Download the read-only snapshot and review it before sharing outside the company.
Available report groups
Project Profit
Portfolio profitability, collections/cashflow, project expenses, project labor, and supported project modules.
Company & Finance
Company Expenses and supported finance modules such as Budget Releases & Liquidation or Salaries & Payroll.
Workforce & Operations
Attendance, team, user, and related workforce records.
How the date range behaves
The selected date range limits activity records for reports that support period filtering.
- Labor, attendance, expenses, billings, collections, and workforce activity may be filtered by period.
- Project Portfolio profitability remains lifetime-based; a date range does not redefine the project’s full historical profitability baseline.
Reports for optional modules
Module-specific reports appear only when the related module is enabled and report data is available.
- Materials & Requisition
- Quotation Builder
- Budget Releases & Liquidation
- Salaries & Payroll and other supported modules
What an export represents
Important notes
- Reports is currently available to company Admins.
- Review exported files before sharing externally because they may contain company financial or employee information.
- Use the source operational pages to correct data; do not treat an export as the source record.