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Export Project Data

Last updated on Nov 03, 2026

  1. Select "View" on the project you would like to pull data from.
  2. In the Summary tab, select the proposal with your audit and solution data.
  3. Within the proposal, select "View Details" in the top right of the solutions tab.
  4. Once your proposal solutino details has loaded, select the Export button in the top right. 
  5. Exported data will be saved in your downloads tab if you ever need to reference past data.