Export Project

Heurio's project export feature provides users with the ability to export project data, allowing for comprehensive reporting and documentation. This guide provides an overview of how to use the project export feature and how it enhances workflow management.

  1. Click on the Comment's icon in the bottom left corner, opening the project's interface.

  2. In the "more" menu, select "Export project."

  1. Open a project and click on the "more" icon in the top right corner.

  2. Click on "Export project"

Customizing your the export file

Before exporting, users can filter the included heurios by various criteria, including:

  • Heurio creation date: Export only heurios created within a specific date range.

  • Creator: Export heurios created by a particular project member.

  • Page: Export heurios related to a specific page, allowing for focused reporting.

  • Heuriod status: Export heurios with only "Active" or "Resolved" status

You can also hide the name and profile picture of the creator of a heurio or hide the creation date of a heurio.

Export formats

You can export your projects in PDF or CSV format.

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