Download project report as Microsoft Excel file (P)

To download an XLSX file with a project data click the File tab, select Print/Report, next Print Report and then Download as Excel report.

First you have to decide what processes do you want to include. Folders, Overviews and Brainstorm diagrams cannot be reported in the project Excel report. However, folders appear in the dialog below to reflect the project structure. You have to select at least one process there.

Next you have to decide what step types will be included and what properties will be taken into account (see two first windows of report settings wizard).

Finally, you decide whether each process and/or subprocess should be on a separate page.

At the moment you finish this wizard your project will be sent to the cloud server where the file is prepared. This can take some time. Then, the file will be automatically downloaded, so you have to wait for information from your browser. If only one process was selected for the export the resulting file will get the name of this process, otherwise it will get the name of the project.

The Excel spreadsheet will be automatically extended with information about roles that are used in the selected processes.