Exporting Activities to Excel
You can export activity data to a Microsoft Excel (.xlsx) file.
To export activities:
- Click Projects.
- On the Projects navigation bar, click Activities.
- On the Activities page:
- Click
Customize View.
- In the Customize View dialog box:
- Click the Columns tab.
- Move the columns you want in the import template to the Selected Columns list.
- Click Apply.
- In the Activities page, click Save View.
- Click
Download.
- When prompted, choose whether to open or save the file.
- Click
Tip
All data, including grouping row information, is exported as it appears in the activity table or the activity grid.
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Last Published Thursday, October 9, 2025