How to export project data in Freshservice new-gen project management? :

Last updated: 2022-09-01

How to export project data?

You can export items from a project using the “ project analytics” section.

Step 1: Go to Project Analytics \> Create a new report

Step 2: Click on the ' Untitled Report' at the top of the screen to add a name to the report

Step 3: Click the gallery to add a pre-created widget or drag and drop any widget onto the report (In this case, added Chart) \> Expand

Step 3: Click on the ' Untitled Widget' at the top right of the screen or click on the edit icon next to it and add the new widget name

Step 4: Click on the metric section on the right-hand side > Apply

Step 5: Specify the filter conditions for the set of items you want to export > Click on " Apply"

``` Note: If you want to export all the items in the project, then simply go with 'Basic filters' ```

Step 6: Click on Save at the top right corner to save the report.

Step 7: On the widget screen, click on the three dots icon on the top right of the screen and then click on Export

Step 8: Choose from the three export options.

Shortly after clicking on one of the option, you will receive the .csv or .pdf file in your email inbox.