This video explains how to export data from your CapEx management system into Excel for reporting, analysis, or integration. From the Help > Export Capex section, you can choose from various data categories like CapEx requests, budgets, WBS elements, and forecasts. Each tab includes filters (e.g., by date, user, organization) to narrow your export.
You can also select specific data fields, save your selections as templates, and generate structured Excel files. This flexible export feature helps you extract exactly the data you need for deeper insights and external use.
