February 6, 2024

Customize and Export RFIs in Excel Format

We have released an enhancement to our new RFI (Request for Information) module view. Starting today, users can now export custom RFI reports in Excel format, offering flexibility and convenience in managing and analyzing project data.

Tailor your exports using the customization options to suit your specific project tracking needs before exporting in excel format.

Customization Options:

Filter by Document Status: Tailor your exports based on the document status, ensuring that you focus on the information that matters most to you.
Add and Remove Columns: Customize your data set by adding or removing columns to align with your specific project tracking needs.
Drag and Drop Columns: Easily rearrange columns to suit your preferences, making it intuitive and user-friendly.
Apply Grouping: Organize your data efficiently by applying grouping, making it easier to analyze.
Apply Sorting: Enhance data visibility by applying sorting options, empowering you to prioritize information based on your project requirements.

Open

For more information on the report customization options, click here.

For more information on the new RFI view, click here.

For more information on RFIs, click here.