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Download a Group overview as .csv

You can download a .csv file from the Dashboard for offline documentation or to share with stakeholders who don't have access to HoloBuilder

Kristina Tenhaft avatar
Written by Kristina Tenhaft
Updated over 5 months ago

The .csv file with your group overview or for specific groups can only be downloaded in the Enterprise Dashboard.

Download an overview of all Groups

  1. Open your Enterprise Dashboard.

  2. Click on the Groups tab in the Admin section on the left.

  3. In the top bar right-hand side, click on the button with the little table icon.

  4. The .csv file with your projects overview will be automatically downloaded to your PC. 

Please note: The groups list will only include the groups that you have access to with your current Enterprise Dashboard role.

Download an overview of all groups in HoloBuilder

Included data

In the .csv file the following information is included for each of your (active) company projects:

  • Group name

  • Number of members

  • Used area

  • Assigned area

  • Number of projects

Download the group info of a single Group

When in a group, you can download the project list or the member list of the group as individual .csv files:

  1. Open your Enterprise Dashboard.

  2. Click on the Groups tab in the Admin section on the left.

  3. Open a group by clicking on the corresponding tile or list item.

  4. Choose the Projects or Members tab depending on which overview you want to download.

  5. In the top bar right-hand side, click on the button with the little table icon.

  6. The .csv file with your overview will be automatically downloaded to your PC:

    (a) Download a list with the projects of the group if you have selected the Projects tab.

    (b) Or, download the list of project members if you have selected the Members tab. 

Download the single group info in HoloBuilder

Included data

In the downloaded .csv file the following information is included for the selected group depending on your download selection:

(a) Project list

  • Project  Name

  • Client

  • Area

  • (Last) Edited

  • Project Link  

(b) Member list

  • Member names

  • Email address

  • Role in the group

  • Date when member first joined the group

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