Choose and export column sets

Column sets provide a detailed view of projects included in the current report. You can choose a different column set or export the data from a column set for analysis in other applications. Projects in a column set are determined by the filters that are selected in the report.

Choose a column set

Column sets are useful when you want to quickly see details about the projects in the report, such as project leaders, hard savings, due dates, and so on. Some column sets might have visual indicators to draw attention to projects that are at-risk, completed projects, or have replication potential.

A report can have multiple column sets. You can choose from different column sets to see different aspects of the data. For example, you might choose a column set that shows financial data and another column set that focuses on project health and status. When you choose a different column set, or modify a column set by sorting or resizing columns, Companion maintains your column settings throughout the session, even if you switch reports. However, default column settings are restored every time you sign in.

To choose a different column set, click the expand button .

Export data from the column set

You can export data from the active column set for use in other applications such as Minitab Statistical Software or Microsoft Excel.

Click the Export button .

When a prompt appears, choose Download. Companion saves the data from the column set as a zipped CSV file.

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