Save your view, then export exactly that

How often do you rebuild the same project search? Open jobs for one client. Quotes over a set value. Everything in one state.

Filter sets

Build a search once, then save it as a filter set. Next time, pick it from the list and your view is back in one click.

Exports that use your current filters

Filtered the projects or expenses list? Choose "apply current filters" when you export. The file then holds the records you filtered, not the whole list.

Learn more about filter sets, power search and the different types of exports.