All Bridgit Bench users can export reports from the Project List and the Project Gantt.
These are the types of reports that can be exported:
- Project list PDF - without allocations
- Project list PDF - with Preco, Operations, and hourly profile allocations
- Project list CSV (raw data) - without allocations
- Project list CSV (raw data) - with Precon, Operations, and hourly profile allocations
Export Reports
- Apply the desired filters.
- Columns displayed in the List are included in the report.
- Any applied filters and sort order are also reflected in the report.
- Select the
icon.
- Within the "Export Project Report" dropdown, select the desired report format and include allocations if needed.
- Select Export and Download.
- A preview window opens to make adjustments.
- Depending on the selection, select Print or Save.
Note for Chrome users: When generating PDF, by default there may be a gray background. To disable it, select More Settings, within the PDF preview window, and uncheck Background Graphics.
Reports can also be exported from the Project Gantt, People List, and People Gantt Views.