How to generate an Excel export from the queries log in obi®

1 - Select "Queries/RFIs" from the Project Management module on the left-hand side of the screen.

2 - To assist navigation, obi® includes a number of filter options at the top of the screen. You will be able to filter by categories, open/closed queries, responded/unresponded queries, the person who raised the query, or the person to whom the query was sent.

3 - After you've filtered the queries you want to include in the Excel export, scroll to the bottom of the page and click "Download Active Query Log in Excel."

4 - Once you do this, obi® will generate an Excel export with all of the filtered data, and the file will be automatically downloaded to your computer.

5 - Please keep in mind that the excel data only displays the information selected on the "Filters" bar, not what was filtered using the "Search" bar.