Export Formats
PDF Export
Best for:
Sharing with stakeholders
Printing
Archive and documentation
Excel Export
Best for:
Further data analysis
Custom reporting
Data manipulation
Integration with other tools
What Can Be Exported
Projects
Export project data including:
Project details
Tasks and status
Milestones
Progress metrics
Requirements
Export requirements with:
Requirement details
Status (fit/gap)
Test case links
Issues
Export issue lists with:
Issue details
Status and priority
Linked items
How to Export
From Lists
Navigate to the list (projects, tasks, issues, etc.)
Apply any filters you want
Click the Export button
Choose format (PDF or Excel)
Download the file
From Detail Pages
Open the item (project, requirement, etc.)
Click ... menu
Select Export
Choose format
Download
Working with Exports
PDF Files
Open with any PDF reader
Print directly
Share via email
Excel Files
Open in Microsoft Excel
Open in Google Sheets
Use for pivot tables
Create custom charts
Bulk Export
Export multiple items at once:
Select items in a list (checkboxes)
Click Export Selected
Choose format
All selected items export together
Tips
Large Exports
Large exports may take time
Consider filtering to reduce size
Export in batches if needed
Data Accuracy
Update records before exporting
Verify data is current
Check filter settings
Formatting
PDF preserves formatting
Excel provides raw data
Choose based on your needs
Privacy
Exports contain real data
Handle with appropriate care
Follow your organization's policies