Export Zoho Projects Data | Online Help | Zoho Projects

Export Zoho Projects Data

Zoho Projects allows users to export data store in their portal to share with collaborators, creating reports or for compliance requirement. 

Module Level Exports

Zoho Projects supports exports from the following modules:

Projects

  1. Navigate to Projects tab in the left navigation panel and click more options icon () in the upper-right corner.
  2. Enter or select the relevant fields.
    Format: xlsx or csv
    Projects Custom View: Export projects only from the selected view.
    Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
    Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  3. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 

Tasks

Tasks across all projects:
  1. To export tasks across projects, navigate to Overview > Tasks from the left navigation panel. 
  2. Click more options icon () in the upper-right corner and click Export Tasks.
  3. Enter or select the relevant fields:
    Format: xlsx or csv
    Task View: Export projects only from the selected view.
    Export with file information: File information is saved in the sheet.
    Export All Projects Tasks in Single Sheet: Save all the tasks in one sheet or each project will have its own sheet. 
    Project Category: Active, Archived, or Both
    Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
    Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  4. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 

Tasks in a project:
  1. Navigate to a project and click on the Tasks tab in the top navigation panel.
  2. Click more options icon () in the upper-right corner and click Export Tasks.
  3. Enter or select the relevant fields:
    Format: xlsx or csv
    Task View: Export projects only from the selected view.
    Export with file information: File information is saved in the sheet.
    Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
    Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  4. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 

Phases

Phases across all projects:
  1. To export phases across projects, navigate to Overview > Phases from the left navigation panel. 
  2. Click more options icon () in the upper-right corner and click Export Phases.
  3. Enter or select the relevant fields:
    Format: xlsx, csv, or pdf.
    Custom View: Export projects only from the selected view.
    Export All Projects Phases in Single Sheet: Save all the phases in one sheet or each project will have its own sheet. Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
    Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  4. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 
Phases in a project: 
  1. Navigate to a project and click on the Phases tab in the top navigation panel.
  2. Click more options icon () in the upper-right corner and click Export Phases.
    1. Enter or select the relevant fields:
      Format: xlsx, csv, or pdf.
      Custom View: Export projects only from the selected view.
      Filter: Create a filter to drill-down to match specific criteria.
      Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
      Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  3. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 

Issues

Issues across all projects:
  1. To export phases across projects, navigate to Overview > Issues from the left navigation panel. 
  2. Click more options icon () in the upper-right corner and click Export Issues.
  3. Enter or select the relevant fields:
    Format: xlsx or csv
    Custom View: Export issues only from the selected view.
    Export All Projects Issues in Single Sheet: Save all the issues in one sheet or each project will have its own sheet.
    Filter:     Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
    Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  4. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 
Issues in a project: 
  1. Navigate to a project and click on the Issues tab in the top navigation panel.
  2. Click more options icon () in the upper-right corner and click Export Issues.
  3. Enter or select the relevant fields:
    Format:     xlsx or csv.
    Custom View: Export issues only from the selected view.
    Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
    Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  4. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 

Time Logs

Time logs across all projects:
  1. To export Time Logs across projects, navigate to Overview > Time Logs from the left navigation panel. 
  2. Click more options icon () in the upper-right corner and click Export Time Logs.
  3. Enter or select the relevant fields:
    Format: xlsx or csv
    Time Log View: Export projects only from the selected view.
    Export with file information: File information is saved in the sheet.
    Export All Projects Time Log(s) in Single Sheet: Save all the time logs in one sheet or each project will have its own sheet. 
    Project Category: Active, Archived, or Both
    Date Range: Select the time period to export time logs.
    Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
    Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  4. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 

Time logs is a project: 
  1. Navigate to a project and click on the Time Logs tab in the top navigation panel.
  2. Click more options icon () in the upper-right corner and click Export Time Logs.
  3. Enter or select the relevant fields:
    Format: xlsx or csv
    Time Log View: Export projects only from the selected view.
    Date Range: Select the time period to export time logs.
    Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
    Schedule Export: Toggle this option if you want to export data at a later date or at a set frequency.
  4. Click Export it it is a one time action or Schedule if you are setting it up for a later date. 

Users

Users at org level:
  1. To export Users across projects, navigate to Overview > Users from the left navigation panel. 
  2. Click more options icon () in the upper-right corner and click Export Users.
  3. Enter or select the relevant fields:
    Format: xlsx or csv
    Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
  4. Click Export.

Users in a project: 
  1. Navigate to a project and click on the Users tab in the top navigation panel.
  2. Click more options icon () in the upper-right corner and click Export Users.
  3. Enter or select the relevant fields:
    Format: xlsx or csv
    Filter: Create a filter to drill-down to match specific criteria.
    Select Columns: Move columns from the Available section to Selected section. Only data from the selected columns will be exported.
  4. Click Export.

Reports

Reports can be exported and shared with other stakeholders. 
  1. Click Reports in the left navigation panel.
  2. Select the report type from the drop-down. 
  3. Click more options icon () in the upper-right corner.
  4. Select the relevant export option. 
Reports in a project: 
  1. Navigate to a project and click on the Reports tab in the top navigation panel.
  2. Select a dashboard and click more options icon () in the upper-right corner.
  3. Select the report type from the drop-down. 
  4. Click more options icon () in the upper-right corner.
  5. Select the relevant export option. 

Custom Dashboard

Custom dashboard at portal or org level:
  1. Click Home in the left navigation panel.
  2. Select the dashboard from the drop-down. 
  3. Click more options icon () in the upper-right corner.
  4. Click Export to PDF.
  5. Select the relevant option:
    Entire dashboard in a single page: All the widgets in one page.
    Each widget in a new page: One widget per page.
Custom dashboard in a project: 
  1. Navigate to a project and click on the Dashboard tab in the top navigation panel.
  2. Select a dashboard and click more options icon () in the upper-right corner.
  3. Click Export to PDF.
  4. Select the relevant option:
    Entire dashboard in a single page: All the widgets in one page.
    Each widget in a new page: One widget per page.
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