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Exporting RFIs to CSV

In this section, you will learn how to export details of all the RFIs in your organization as a .CSV file on your local computer. The export operates at the RFI level and includes the tasks contained within each RFI (tasks are not exported independently).

You can use this feature when you need an offline, tabular extract of RFIs -along with the tasks - that you can simply share it with your data analytics team.

To export RFIs to CSV, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the RFI module.

    The RFI dashboard page is displayed.

  3. On the RFI dashboard page, click the Export icon.

Exporting RFI

The CSV file is successfully downloaded to your local computer.