How do I export data to a spreadsheet?

In this step-by-step guide, we will walk you through the process of exporting data to a spreadsheet in BuildPass.

Step 1: Accessing the Data

  • Open BuildPass and navigate to the section or table containing the data you want to export.
  • For example, let's consider the example of exporting checklist entries or sign-on data so that you can report on the number of hours Workers attended your site in a month

Step 2: Locating the Export Option

  • Scroll down to the bottom of the table displaying the data.
  • Look for the "Export to CSV" button. This button enables you to export the data to a comma-separated values (CSV) file, which can be opened in Excel.

Step 3: Exporting Checklist Entries

  • Suppose you are viewing a checklist table in BuildPass.
  • Scroll down to the bottom of the checklist table.
  • Locate the "Export to CSV" button.
  • Click on the "Export to CSV" button to initiate the export process.

Step 4: Exporting Sign-On Data

  • Similarly, if you want to export sign-on data from BuildPass, navigate to the register of sign-ons on site.
  • Scroll to the bottom of the sign-on list.
  • Look for the "Export to CSV" button.
  • Click on the "Export to CSV" button to export the sign-on data to a spreadsheet.

Step 5: Confirming the Export

  • Once you click on the "Export to CSV" button, a file will be generated containing the data you selected.
  • Depending on your browser settings, the file may be automatically downloaded or you may be prompted to choose a location to save the file.
  • Choose a suitable location on your computer to save the exported CSV file.

Step 6: Opening the CSV File in Excel

  • Locate the downloaded CSV file on your computer.
  • Open Microsoft Excel or any other spreadsheet application.
  • Use the application's file open feature to browse for and select the exported CSV file.
  • Click on the "Open" button to load the CSV file into the spreadsheet application.

Exporting data from BuildPass to a spreadsheet is a straightforward process using the built-in "Export to CSV" feature. By following the steps outlined in this guide, you can easily export checklist entries, sign-on data, and other tables to a spreadsheet format that can be opened and manipulated in Excel or similar applications. If you have any questions or encounter any difficulties during the export process, don't hesitate to reach out to the BuildPass support team for assistance. Happy exporting!

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