Purpose
This article explains how to export reports and data out of SiteRise.
Who Uses This
Anyone who needs to share SiteRise data with stakeholders outside the platform.
How It Works
Most reports in SiteRise — including budgets, schedules, and milestone trackers — can be exported for offline use or sharing.
Select your desired export format and download the file directly, or share it via email if that option is available.
Best Practices
Export reports before major meetings so stakeholders have offline copies to review.
Choose the export format that matches how the recipient will use the data (e.g., CSV for further analysis, PDF for presentations).
Re-export regularly rather than relying on outdated files for ongoing decisions.
Troubleshooting
If an export fails or looks incomplete, try narrowing the date range or filters and exporting again.