How to Export a Project Report

Follow these simple steps to export a project report in QuoteToMe.

Steps to Export

  1. Go to the Projects Page
    • Click on Projects in the left menu.
  2. Find Your Project
    • Use the search bar or scroll to locate the project you need.
  3. Open the "Meatball" Menu
    • Next to the project name, click on the three vertical dots (often called the "meatball menu") to open additional options.
  4. Start the Export
    • In the meatball menu, select Export Report. A confirmation message will appear at the bottom of the screen indicating the export has started.
  5. Check Your Email
    • The report will be sent to your email within a few minutes.




Need help?

There are three ways to reach our Customer Success team: