Help Center
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Help Center
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General
Navigating the Home ScreenUtilizing "My Priorities for this week" on the Home ScreenCustomizing Company SettingsUnderstanding the DashboardHow to Assign User Roles + Understanding PermissionsHow to Edit User Roles + PermissionsCustomizing Your Location or Project Overview Page: A Guide to Using Columns and FiltersHow to Create CommentsHow to Use the To-Do ListActivity Feed + How to Subscribe to ItemsHow to Track Important Expiration DatesHow to Manage Workspaces
Projects
How to Create a ProjectHow to Edit Project Header DetailsHow to Add, Edit, and Delete Phases, Tasks, and Sub-TasksHow to Create Dependent TasksHow to Create and Manage Project TemplatesHow to Invite a User to a ProjectHow to Submit an InspectionHow to Archive a ProjectHow to Unarchive a ProjectHow to Delete a Project
Locations
How to Create a LocationHow to Customize Location Sections and FieldsHow to Archive a LocationHow to Unarchive a LocationHow to Delete a LocationManaging LicensesHow to Invite a User to a LocationHow to Create a Custom Location Excel Report
Reports
How to Export Dashboard DataHow to Export the Project Overview to an Excel FileHow to Export a Project to an Excel FileHow to Export the Location Overview to an Excel FileHow to Export All File Data to ExcelHow to Export All User Permissions To Excel
Document Management / Files
File Library FeaturesHow to Upload a FileHow to Preview a FileHow to Assign a User to a FileHow to Download a FileHow to Delete a File
User Settings / Profile
How to Reset/Change Your PasswordHow to Add a User AvatarHow to Edit Your UsernameNotification Settings + Preferences
Mobile
How to Add GreenSpace App to Mobile Home ScreenMobile Specific Features

How to Export Dashboard Data

Exporting the dashboard data can provide you with a comprehensive overview of your projects' statuses at a glance, empowering you to make informed decisions and keep your projects on track.

Select the "Dashboard" option from the main menu on the left side of your screen.

 

If your account has access to multiple companies, ensure the company you would like to analyze is selected.

 

Navigate to the top right-hand corner of the screen and click on the drop-down menu. Select the desired file type, either PDF or Excel, based on your specific needs.

Your report will save to the designated download folder on your device.

PDF example:

 

Excel example:

 

Whether for internal reviews, presentations, or stakeholder updates, exporting the dashboard ensures that you have the information you need in the format that best suits your requirements. If you have any further questions or require assistance, don't hesitate to reach out to our support team. Happy managing!

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