You can export data from the relevant list views. If you don't see the Export button in any views when selecting a few rows (at least one row) in the list, consult your site administrator about relevant rights. You can export data either in .xls or .csv format.
Go to your preferred list view (in this case the project list), filter the list however you want, and select at least one item. The exporting option will appear among the bulk actions above the list.
When exporting files in a CSV format, you can choose what is used as a column separator – comma, semi-colon or a tab.
If you have separated Companies and People, you can choose whether to export just companies/people or include the related people/companies to the export file.
Exporting products and services
When exporting products and services, you can specify what is used as a column separator – comma, semi-colon or a tab. You can also choose to include inactive products and services in the export file, just filter the list accordingly.
Similar to exporting contacts or products, you can also export tasks the same way if you ever need to share or add your task somewhere outside of Scoro.
You can pick and choose which data fields you want to export from your detailed work and financial reports. Customize your report view with the information you need and export only the displayed columns. All filtered data columns will be exported in the exact same order as you see them in Scoro. This way you don't need to put any extra effort into cleaning up the export file before you can use it for further data analysis.
In the detailed financial report, Scoro now exports only the visible fields by default, but in the detailed work report you can choose between the full export and the visible-fields-only export.
Exporting data from custom modules
Just like the work and financial reports, custom modules also have the option to export only the visible fields.