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Exporting Site Notes to Excel or CSV

Download your site notes as a spreadsheet

You can export site notes to Excel or CSV to sort, filter or report on them outside Chime. This is useful for longer reporting periods or for combining with other site records.


Exporting your site notes

  1. Select the Chime Time tile.

  2. Select the Site Notes tab.

  3. Set the date range and any filters for the notes you want.

  4. Select the arrow on the Export button.

  5. Choose a format:

    • Excel

    • CSV

Your file downloads to your device.


Use Case

Contracts managers, project admins and super users - Use it for monthly reporting, audits, or bringing site notes into your own spreadsheets.


💡 Tips

  • Need photos? Use Prepare PDF instead.

  • Choose CSV if you're importing the data into another system.

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