How to Export Project Data from the Project Inbox

Pulling an export from your Project Inbox will help you to gain a holistic understanding of your project content, analyze your project data in Excel or other programs, and create a snapshot of current project statuses.

>>> This article is for Researchers and Insights Experts.

FYI - You might know Project Inbox by another name - check out our glossary to find out!

To pull an export from your Project Inbox:

  1. Go to your Project Inbox
  2. Click on the Three Dot Icon  in the top right-hand corner
  3. Select an export type from the dropdown

Your export will load automatically in Excel.

Insider Tips:

  • Your export will only include numerical and context values
  • You can use filters to refine your results before pulling your export

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