Vitruvi Tips | Views, Filters, and Scheduled Exports

Instead of manually pulling data every week for a status report, you can build a view with the exact filters you need, save it, and schedule it to export on a recurring basis. One customer told us this combination alone saves her hours of work every week that used to go into manually gathering and formatting project data.

How to set it up:

1. Build a view with the filters that match what you need to report on
2. Save the view
3. Set up a scheduled export from the Exports module

Full how-to article in the Help Center. (Accessible by customers only.)