Export asset sheet or summary sheet data

You can export data from asset sheets or the asset summary sheet in CSV format.

To export an asset summary sheet

  1. Open the asset summary sheet.
  2. Click the Export button and choose Summary Sheet.
  3. Save the CSV file to your local drive. The data is for reference only and cannot be re-imported.

To export summary data on an asset sheet

  1. Open an asset sheet.
  2. Click the Export button and choose Summary Sheet.
  3. Save the CSV file to your local drive. The data is for reference only and cannot be re-imported.

    Note: In Cash Flow, Cost Sheet, and Earned Value, you can replace the Summary Sheet with the Activity Sheet as a source.


Last Published Monday, August 28, 2023