Export List Data as a CSV file Follow

There is no direct method to export list data from SpringAhead into a .csv file. However, you can utilize the 'Time by' reports to access and download the information as a .csv. This article will guide you on how to generate a Summary Only report to extract this data from the system.

For example, to pull a list of all project data from SpringAhead, follow these steps:

1. Log into SpringAhead and click on Reports.
2. Select Time by Project.
3. Enter the start date that aligns with the beginning of the accounting period. Make sure to keep “All” selected in all the drop-down menus.
4. Check the box for Include Zero Hours.
5. Select Summary Only.
6. Click Run.

Once the report generates, you will see a list of all active and inactive project data. You can then choose to download the report in Excel format by clicking Download Report, or in CSV format by clicking Download CSV.