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Categories Import/Export
Created by Guest
Created on Jun 4, 2025

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Include Custom Reports in Export Options

We have created a custom report for our company cover sheet to include with submittals and RFIs. We would like to include this custom report in the project export options in settings so we can export the complete set of documents for each submittal and RFI at the end of the project. The only way to do this currently is to use the download option then print to PDF from each submittal or RFI. Some projects have over 200 documents for these 2 modules so this can be very time consuming.

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  • Brendan Radich
    Jun 8, 2025

    I believe you can define the report used for each record type in the Project Export feature from Portfolio Settings.

    1 reply

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