Export to Excel or CSV from the Package Register

Setting up and exporting packages and column data to a spreadsheet or CSV.

In Aconex you can export the details of your packages to a spreadsheet or CSV quickly and easily. This makes it easier to report on your Package Register, build statistics in Excel and add new information to your reports over time.

The export contains:

  • All the visible columns.
  • Filtered results.
  • Data from all pages.

Tip!

Note that when you run an export, it doesn't contain the actual documents or mail inside of the packages. Unlike other exports from Aconex which are normally sent to the Temporary folder, this file is downloaded to your local drive.

Setting up and running an export

  1. Enter your search criteria in the search/filter fields.
  2. Click Search. In the example image below we've filtered on package type. Learn more about searching packages.
  3. Customize the results layout by clicking View Options and selecting Columns.
  4. Click Export and select either Excel or CSV to download the file to your computer.
  1. When you open the file it will look something like the example CSV below depending on the option selected.

Tip!

If package hierarchies are enabled on your project, the first column visible in the export will be the Package Hierarchy Path.  This is a concatenated list of all ancestor packages up to the highest level of your register, with each package number separated by a “.” character.  The package hierarchy path for a package at the top level of the hierarchy is it's own package number only.