View and Export Active Property Report from Planon

This guide shows how to quickly open, filter, and export the Planon "Active Properties with Chartstring" report so you can get a manipulable Excel file of active property data. It also walks through simple Excel steps (CSV conversion, resizing, bolding, and adding filters) so the exported data is clean and easy to analyze. Follow it to save a reusable, filterable report to your computer or OneDrive.

Jennifer Fullerton
17 steps
57 seconds

Dartmouth

Open Report

Navigate to Planon at <https://facilities.dartmouth.edu>

Click "Space planning"

Click "Active Properties with Chartstring"

The Report opens Click "Show more search options" to view additional search by fields

Enter a value and then click "Search" to filter the list shown.

Export to Excel

Click "CSV export"

Click "Downloads"

Open in Excel

Select the “Don't notify me about default conversions in .csv or similar files.” checkbox.

Click "Convert"

Worksheet Formatting

Click "Select All"

Double-click between column A and B to resize all rows

Click the row 1 header.

Click the Data tab.

Click Filter.

Click the Home tab.

Click Bold.

The report is now filterable. Save the report to your computer or OneDrive as needed.