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How to Export Project and Checklist Data

Exporting Project and Checklist data allows you to view your Projects and Checklists outside of CompanyCam in a spreadsheet.

Updated this week

Before you start

  • To export Project and/or Checklist data, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.

  • A Project export will include:

    • Project ID

    • Name

    • Full Address

    • Latitude

    • Longitude

    • Date Created

    • Photo count

    • Document count

    • Video count

    • Labels

    • Users

    • Last Activity

  • A Checklist export will include:

    • Checklist ID

    • Checklist Name

    • Project ID

    • Project Name

    • Account ID

    • Account Name

    • Project Address

    • Checklist Template ID

    • Checklist Template Name

    • Tasks Count

    • Completed Tasks Count

    • Skipped Tasks Count

    • Percent Complete

    • Contributors

    • Assigned To

    • Latest Contribution At

Export Project and Checklist Data

  1. Log in to the web version of the app at CompanyCam.

  2. Click on your User Icon in the left-hand sidebar and click Company Settings.

  3. Click the Exports Tab under Company Settings.

  4. From here, you will be able to select a time frame and the data you'd like to export. Select the duration and data from the Menu Icon.

  5. Once selected, click on Export .CSV.

  6. Check the email that is linked to your CompanyCam account. Keep an eye out for an email from [email protected]. If you don't see an email in your inbox, make sure to check your Spam and Junk inboxes.

While you're here, one other thing that you should check out is Email Recaps. They give you daily or weekly project and user reports delivered automatically to your inbox!

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