How can I export results from a brief/form/record?

As an Admin, you may need to export a list of all your briefs, tasks, or project records so you have them in a data report format. 

Using our Export records feature, you can easily export a full list of your database records into an excel data report with this information.

To do this:

1. Identify the database in your “Projects” area you’d like to export records from and click the three vertical dots in the right hand side.
2. Select “Export” from the actions menu.
3. It will give you the option to export for general use:
   • General Use: is ideal to do is provide data to other stakeholders, etc. or export for re-import
   • Re-Import: is ideal to make any adjustments to the fields within your records in bulk from the excel sheet and then re-import that excel sheet to the database to make those changes
4. Select one of the outlined options, and click “Export Now”.
5. This will export that excel data report directly onto your computer. 

*Please note, there is no way to export a filtered list of your briefs/tasks/project records using this feature.