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Quick Tip: How to Export a List of your Documents or Projects

Posted by Charlotte McPherson

4/9/18 12:53 PM

export a list of your documents or projects

Here at zlien, we understand there are times when you need to export information from your account. Whether that’s to make a pivot table in Excel or to print off a physical list, this article will walk you through how to download a spreadsheet of your data.

How to:

  • In your zlien account, navigate to the Projects, Documents, or Waivers tab (depending on what type of data you would like to export).
  • Click on Filters and select the criteria of the projects or documents that you would like to download.
  • Once the criteria is selected, click Apply Filter.
Screen Shot 2018-04-09 at 12.26.15 PM-1
  • Next, click the export button Screen Shot 2018-04-09 at 12.28.01 PM and the Export Manager will appear.
  • Select the columns you would like in your report and click Download CSV.

Download CSV gif

  • The report will then be download to your computer.

It's that simple!

Now that you know how to download a report, you'll be a pro at zlien before you know it. Ready to get started?

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If you want to learn more, check out how to customize the columns in your page views here.

Topics: training, Best Practices, new zlien