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Export Your T&M Dashboard View

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.
menu

  
  • Click on the Filers button to open the filtering menu
filter options

  • Use the filters to get the view of the information you want to export.

filters button

  • Apply the view or save to access this view later.
apply save filters buttons

  • Click on Export Excel to downloaded as an excel file.
Export button

  • 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.
export menu

  • Custom selected column example
custom columns

  • The filtered view will be exported in an excel file for your use.
exported excel sheet