Exporting Records (Projects, Clients, Requests and Smart Views)

Estimated reading time: 1–2 minutes

Overview

Exporting records in Coperniq allows you to quickly download project, client, or request data in CSV format for reporting, backups, and operational tracking. You can filter what you export using either predefined date ranges or Smart Views, giving you flexibility and control over the data you extract.

Exporting Records

To begin exporting:

1. Click your company name in the top-left corner

2. Select Export Records from the dropdown menu
   

Set Your Export Preferences

Choose the Record Type:

• Projects

• Clients

• Requests
  

  

Choose the Export Method:

• Date Range – Filter based on timeframes

• Smart View – Use custom views you've previously saved
  

  

Using Date Range Method

When you select Date Range, you can choose from:

• Last week

• Last 30 days

• Last 90 days

• Custom – Set your own start and end dates

After setting your parameters, click Export to download the data as a CSV file.

Export Completion

• Your download will begin shortly after clicking Export

• Files are delivered in CSV format and can be opened in Excel, Google Sheets, or other spreadsheet tools