The Export Engagement List to Excel function allows you to export the list of all active engagements created in the last 12 months to Excel, up to a maximum of 3000 engagements. The exported list will include the date the engagement was created, the module of the engagement as well as the other information included on the Engagement List page today.
To export the engagement list to Excel, do the following:
-
Click
on the navigation bar to go to the Engagement List page. -
On the Engagement List page, click the Settings drop-down to the left of the Start New Engagement button and then click Export Engagement List to Excel.
Once the engagement list has been exported it will be available in the “Downloads” folder on your computer.