Exporting Data from Rave PROJECTS

We understand that your Project information can be a valuable asset. 

To help you keep your data secure, we've added an Export permission feature in Rave PROJECTS.

By default, Branch Owners have the ability to export data. 

However, this permission can be extended to other users as needed.


How to Manage Export Permissions

  1. From the profile dropdown, select "Branch Settings" then "Manage Users."

  2. Choose the user whose permissions you want to update, Select Edit then select Groups & Permissions.

  3. Under the PROJECTS section, locate "PROJEC Export/Template."


Permission Levels Explained

  • Unchecked (No Access): The user cannot export data from the Project List page.

  • Checked with View Only: The user can apply existing export templates and export data using those templates.

  • Checked with Edit: The user can create and edit export templates, and export data freely.

These controls ensure you have the flexibility to manage who can access and export your valuable client data, while maintaining the highest levels of security and control.


Export Button Hidden with No Access


Export button visible with permission 


The Projects 'Export' button, located at the top right of your Projects screen, provides you with a few ways to export your Project list to a CSV file - you can:

  • Export your list as displayed on the projects page
  • Apply filters, then export
  • Or by selecting a previously saved Projects Export template


How to Export your Projects List 

If you want to export your projects to a CSV file, you can do that by clicking on the 'Export' button.  This will extract your project list as a CSV file and add it to your device's download files list.

If you want to export your project list with a filter/filters applied (by Keyword Search, Project Manager, Stage, Status, or Type), select these first before clicking the Export button.  This will again extract your project list as a CSV file and add it to your device's download files list.

If you have a previously saved custom export template, clicking on the export button will open the 'Export Project List' pop-up, where you can choose via the template drop-down, how to export your Project list:

  • Standard Export - will export only the data displayed on screen - with any filters applied
  • Or you can select any previously saved Project export template - all of which will be listed here

Once an option above is selected, the 'Export' button will become clickable. Click on it to again extract your Project list as a CSV file and add it to your device's download files list.



Note: To create a custom Projects List export template, check out our Projects - Custom Export Templates FAQ for assistance.