Exporting Activities to Excel

You can export activity data to a Microsoft Excel (.xlsx) file.

To export activities:

  1. Click Projects.
  2. On the Projects navigation bar, click Activities.
  3. On the Activities page:
    1. Click  Customize View.
    2. 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.
    3. In the Activities page, click Save View.
    4. Click  Download.
    5. When prompted, choose whether to open or save the file.

Tip

All data, including grouping row information, is exported as it appears in the activity table or the activity grid.

Related Topics

About Importing and Exporting Data

Importing Activities

Creating Import Templates for Importing Activities

Configuring Activity Views


Last Published Monday, October 13, 2025