[{"data":1,"prerenderedAt":243},["ShallowReactive",2],{"navigation":3,"\u002Fdocs\u002Freports-and-exports":40,"\u002Fdocs\u002Freports-and-exports-surround":238},[4,8,12,16,20,24,28,32,36],{"title":5,"path":6,"stem":7},"Getting started","\u002Fdocs\u002Fgetting-started","1.docs\u002F1.getting-started",{"title":9,"path":10,"stem":11},"Core concepts","\u002Fdocs\u002Fcore-concepts","1.docs\u002F2.core-concepts",{"title":13,"path":14,"stem":15},"Sales & CRM guide","\u002Fdocs\u002Fsales-crm-guide","1.docs\u002F3.sales-crm-guide",{"title":17,"path":18,"stem":19},"Construction progress guide","\u002Fdocs\u002Fconstruction-progress-guide","1.docs\u002F4.construction-progress-guide",{"title":21,"path":22,"stem":23},"Payments & collections guide","\u002Fdocs\u002Fpayments-guide","1.docs\u002F5.payments-guide",{"title":25,"path":26,"stem":27},"RERA compliance guide","\u002Fdocs\u002Frera-compliance-guide","1.docs\u002F6.rera-compliance-guide",{"title":29,"path":30,"stem":31},"Exports & audit trail","\u002Fdocs\u002Freports-and-exports","1.docs\u002F7.reports-and-exports",{"title":33,"path":34,"stem":35},"Roles & permissions","\u002Fdocs\u002Froles-permissions","1.docs\u002F8.roles-permissions",{"title":37,"path":38,"stem":39},"Frequently asked questions","\u002Fdocs\u002Ffaq","1.docs\u002F9.faq",{"id":41,"title":29,"body":42,"description":232,"extension":233,"meta":234,"navigation":235,"path":30,"seo":236,"stem":31,"__hash__":237},"docs\u002F1.docs\u002F7.reports-and-exports.md",{"type":43,"value":44,"toc":225},"minimark",[45,49,54,59,67,105,114,117,121,140,162,165,169,180,183,200,215,222],[46,47,48],"p",{},"Construvex keeps your data portable: every major list exports to CSV, bulk import brings\nexisting records in without re-keying, and the audit trail records who changed what.",[50,51],"illustration",{"alt":52,"src":53},"Bulk import of buildings, units, customers and deals loads into the platform, which produces quarterly progress reports and CSV or XLSX record exports, with every change kept in an org-wide audit trail.","\u002Fillustrations\u002Ffeature-exports-audit.svg",[55,56,58],"h2",{"id":57},"exporting-lists","Exporting lists",[46,60,61,62,66],{},"Most list screens across Construvex have an ",[63,64,65],"strong",{},"Export"," button so you can pull data into Excel or\nshare it outside the app. You can choose CSV or Excel (.xlsx) on most screens; phase construction\nprogress is CSV only. You'll find the button on screens such as:",[68,69,70,77,83,88,94,99],"ul",{},[71,72,73,76],"li",{},[63,74,75],{},"Units"," (within a building), with deal details merged in",[71,78,79,82],{},[63,80,81],{},"Customers",", org-wide or scoped to a project",[71,84,85],{},[63,86,87],{},"Deals",[71,89,90,93],{},[63,91,92],{},"Inventory"," (unit availability across a project)",[71,95,96],{},[63,97,98],{},"Buildings",[71,100,101,104],{},[63,102,103],{},"Construction progress"," for a phase, CSV only",[106,107,108],"blockquote",{},[46,109,110,113],{},[63,111,112],{},"Note:"," On screens where you've applied filters (like Customers or Inventory), the export\ngenerally follows what's on your screen. On a few screens, export covers the whole list for that\nscreen regardless of filters. If a downloaded file has more rows than expected, check whether\nthat screen's export is filter-aware.",[46,115,116],{},"Exports come as ready-made files with a fixed set of columns. There's no custom report builder or\ncolumn picker. For very large lists, exports are capped at a maximum number of rows; if you hit the\nlimit, narrow your filters (by project, phase, or date) and export in smaller batches.",[55,118,120],{"id":119},"bulk-import","Bulk import",[46,122,123,124,127,128,131,132,135,136,139],{},"To add data in bulk instead of one record at a time, Construvex supports importing ",[63,125,126],{},"buildings",",\n",[63,129,130],{},"units"," (with or without sales already attached), ",[63,133,134],{},"customers",", and ",[63,137,138],{},"deals"," from a\nspreadsheet.",[141,142,143,150,153,156,159],"ol",{},[71,144,145,146,149],{},"From the relevant list screen, open ",[63,147,148],{},"Import",".",[71,151,152],{},"Download the template file so your columns match what Construvex expects.",[71,154,155],{},"Upload your filled-in CSV or Excel file.",[71,157,158],{},"Construvex validates every row before anything is saved and shows you a preview: valid rows\nready to import, and any rows with errors, with a downloadable error file so you can fix and\nretry.",[71,160,161],{},"Confirm to import the valid rows. You'll get a result summary, and can download an error file\nfor anything that didn't go through.",[46,163,164],{},"Nothing is saved until you confirm the import, so a bad file can't partially corrupt your data.",[55,166,168],{"id":167},"audit-trail","Audit trail",[46,170,171,172,175,176,179],{},"Every significant change in your organization is recorded automatically in the ",[63,173,174],{},"Activity Log",",\nunder ",[63,177,178],{},"Settings → Activity Log",": creating, updating, or deleting records, status changes, bulk\nimports, and permission and role changes.",[46,181,182],{},"Each entry shows:",[68,184,185,188,191,194,197],{},[71,186,187],{},"Who made the change (or \"System\" for automated changes)",[71,189,190],{},"What kind of action it was (Created, Updated, Deleted, Status Changed, Bulk Updated, Exported,\nImported, and so on)",[71,192,193],{},"What it happened to (project, building, unit, customer, deal, phase, progress, report, user,\nrole, etc.)",[71,195,196],{},"A plain-language summary of the change, plus the exact time it happened",[71,198,199],{},"An expandable details panel with relevant specifics (for example, the previous and new status)",[46,201,202,203,206,207,210,211,214],{},"You can filter the log by ",[63,204,205],{},"record type"," and by ",[63,208,209],{},"date range",". Click ",[63,212,213],{},"Export CSV"," to download\nthe currently filtered log, which is what you want for a compliance review or for sharing with an\nauditor. The exported file is capped at a maximum number of rows, so for a very large date range,\nnarrow your filters before exporting to make sure you get everything you need.",[106,216,217],{},[46,218,219,221],{},[63,220,112],{}," Sensitive personal details in exported audit data are automatically redacted.",[46,223,224],{},"The Activity Log is organization-wide. It's separate from a deal's own activity timeline (notes,\ncalls, site visits), which you'll find on the deal itself.",{"title":226,"searchDepth":227,"depth":227,"links":228},"",2,[229,230,231],{"id":57,"depth":227,"text":58},{"id":119,"depth":227,"text":120},{"id":167,"depth":227,"text":168},"Download your data as CSV, bring records in with bulk import, and pull the organization-wide audit trail for compliance reviews.","md",{},true,{"title":29,"description":232},"tLAsNhC8Z1QZ_IKgwCoblnj4DPcAOojLV2YszzA4NfM",[239,241],{"title":25,"path":26,"stem":27,"description":240,"children":-1},"Set up your organization's RERA categories and scope weights, and see how the Project → Phase → Building → Unit structure keeps your progress data aligned with how RERA registration actually works.",{"title":33,"path":34,"stem":35,"description":242,"children":-1},"Who can see and do what in Construvex: organization vs. project membership, how to invite people at each level, and how roles control access across the Construction, Sales, and Settings suites.",1789206849162]