Export trade
This screen lets you export data, according to filters and in several different formats.
Rights required :
Button name | Description |
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A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects. | |
Here is the list of filter criteria (by default) that can be used to select items for export: - Contains - Attachments - theme - role(user(s) - With milestones late - Father project - Start of smoothing remaining work - template project - project manager - Status - Start date - End date - summary sheet document | |
This button sends the exported data in .csv format to the e-mail address of the logged-in user. | |
Here is the list of filter criteria (by default) that can be used to select items for export: - Contains - User - Modification date - Type | |
This button downloads the export of this data in .csv format: | |
This button sends the exported data in .xlsx format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .xlsx format: |
Field name | Functional information |
Il est possible de sélectionner un filtre projet privé ou un filtre projet public, de sélectionner des projets () parmi la liste des projets, ou de sélectionner des critères de filtres. | |
Il est possible de sélectionner un filtre échange privé ou un filtre échange public, de sélectionner des échanges () parmi la liste des échanges, ou de sélectionner des critères de filtres. | |
If this box is checked, when this export file is sent by e-mail, it will be compressed. | |
A view can be selected to determine the content of exported elements.
The type of view used in this screen is Project data export
Rights required : Viewing views in platform administration |
🚩 If no exchange is selected (via the selection and filter criteria) but projects are selected and you click on CSV or Export to Excelthen the file will contain only header lines with no data. No message errors or information will be displayed.