Exporting & Filtering Your Project List

Overview:
Use Laywork’s export and filter tools to generate reports, backups, or hand‑off project data to other systems.

Steps to Filter:

1. On Work → Projects, click the Filters icon.

2. Set:

   • Duration (Last 7 days, 30 days, etc.)

   • Start Date To End Date range

   • Status (In Progress, Completed)

   • Progress bracket (e.g., 0–20%)

3. Click Apply to refine the table.

Steps to Export:

1. After filtering, click Export.

2. Choose CSV or Excel.

3. Save the downloaded file for reporting or archival.

Tips & Best Practices:

• Schedule a monthly export for offsite backups.

• Export only visible columns (uncheck extras in Filters) to keep file sizes small.

• Use filter presets (e.g., “High‑Priority Projects”) for consistent reporting.

Troubleshooting / FAQs:

• Export button missing: Check your role’s permissions under Settings → Roles & Permissions.

• Filter not applying: Clear all filters, then reapply one at a time to isolate issues.