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 the Location Overview to an Excel File

Exporting all your location data in GreenSpace is simple, allowing you to quickly create customized Excel reports and save templates for future use.

Accessing Locations

Click the "Locations" option from the main menu on the left of your screen.

 

Export Location Overview to an Excel File

Click the icon at the top of the screen that looks like a piece of paper with an "X" in the middle.

 

A pop-up window on the right of the screen will appear. Uncheck any columns you would not like to be included in the file. Then click "Next".

 

Uncheck any columns you would not like to be included in the file.

 

Click "Report Preview" to review the file before exporting to make sure everything appears as expected. Click "Close" when you are done.

 

Click "Export Report" to save the Excel file to your device’s default download folder.

 

Save a Report Template

You can save report templates for easy reuse in the future. After you have selected the proper columns, click "Save as Template".

 

Name your template and click "Save as Template".

 

Load a Report Template

Click "Load Report Template" at the top of the Export To Excel pop-up window.

 

Click the template you would like to load. You can also utilize the search bar at the top. You can also take this opportunity to delete any templates you no longer need. Click "Load Template".

 

Congratulations! You've successfully exported your location overview in GreenSpace to an Excel file. Should you encounter any issues or need further assistance, our support team is here to help. 

You're all set to dive into managing your projects effectively on GreenSpace. Happy collaborating!

 

 

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