Learn how to use custom exports to extract information from your saved views.
PeerAssist offers custom exports for the T&M app. Filter your view then export just the information you need.
- Navigate to the T&M dashboard.
- Click on the Filers button to open the filtering menu
- Use the filters to get the view of the information you want to export.
- Apply the view or save to access this view later.
- Click on Export Excel to downloaded as an excel file.
- Use the new T&M Default Export option from the drop down menu, or slide over all available columns, or select only the columns of information you want to see.
- Or you may click Save Export Format to save your custom options to the drop down list.
- Export when ready.
- Custom selected column example
- The filtered view will be exported in an excel file for your use.