22 STEPS
1. Access Filevine and click the main menu.
2. Then, select the Report Builder option.
3. In the Create New Report section, select List of Projects.
4. In the Report Columns section, select the columns you don't want to include in the report.
Click Org Name.
5. Click First Primary.
6. Then, select Project Type.
7. Click the left arrow to remove all selected columns from the report.
8. Add the columns you want to import in the Report Columns section as follows:
Click Project ID.
9. Then, click the right arrow to add all selected columns to the report.
10. Drag and drop the columns, following the same order in the BulkTaskCreationTemplate.Csv template.
Drag Project ID and drop in Phase.
10b. Drop
11. Drag and drop the Name column.
11b. Drop
12. Then, click Select Organization.
13. Choose the desired organization.
14. Select the Project Type according to the Queue's Project Type.
15. Select the Project Type according to the Queue's Project Type.
16. Then, click the Choose Criteria button.
17. Apply the desired criteria to filter the results, and then click Run Report.
18. Click Save/Export Report.
19. In the Export For section, select Excel.
20. Then, click the report's name to download the file.
21. The report has been downloaded to your device. Use the data to create the CSV file
22.
