You can export every report in Avaza. For raw data, use the reports in the Exports group in Reports. They produce plain files for spreadsheets and other systems. You can also save invoices, estimates and Gantt charts as PDFs from their own pages.
Export a report
Anyone who can run a report can export it.
Open the report from Reports, set the parameters and click Preview. See using Avaza reports.
Click Export in the toolbar above the report and choose a format. The button shows a download arrow.
Save the file your browser downloads.
You can export to these formats:
- PDF;
- Microsoft Excel (.xlsx) and Excel 97-2003 (.xls);
- Microsoft Word (.docx);
- Microsoft PowerPoint (.pptx);
- Rich Text Format;
- XPS;
- TIFF image;
- Web Archive.
The file contains what the report shows. Some reports have the parameters Show Columns and Sort Columns. In those reports, choose the columns and the order of the rows before you click Preview.
The report viewer doesn't offer CSV. To get a CSV file, export to Excel. Then save the file as CSV in your spreadsheet program.
Export raw data
The reports in the Exports group of the Standard tab produce plain tables. Each row is one record with its Avaza ID. The tables have no totals and no formatting. Use these reports to work on your data in a spreadsheet, or to move the data into another system. Only Administrators see them. Finance Managers see the other reports, but not the exports.
There are exports for:
- customers and contacts: Customers, Contacts;
- projects and project members: Project List Export, Project Member Export;
- tasks: Task Export;
- timesheet entries and timesheet categories: Timesheet Entries, Timesheet Categories;
- expenses and expense categories: Expense Export, Expense Category Export;
- invoices and other transactions, and their line items: Transaction Export, Transaction Line Items;
- estimates and their line items: Estimate Export, Estimate Line Items Export;
- inventory items: Inventory Items.
Run an export like any other report. Set the parameters and click Preview. Then click Export and choose Excel.
Download invoices, estimates and bills as PDFs
Open an invoice, estimate, bill or credit note and click PDF at the top of the page. See downloading a PDF of an invoice.
Export a Gantt chart
Open a Gantt view and click PDF in the toolbar. There are Gantt views for a project's tasks, for My Tasks and for All Projects. Use a computer for this. On a project's Gantt, the button isn't shown on phone-sized screens or in the mobile apps.
Other ways to get your data out
- Scheduled reports: send a saved report by email on a regular schedule, as a PDF or Excel file. See scheduling reports for email delivery.
- The Avaza API: developers can read your account's data through the Avaza API.