Export a project to your computer from Xactimate desktop

Updated 6 months ago by Heather Jones

A project must be closed before you can export it to your computer.

Make sure the folder to which you are exporting is visible (or the desktop is visible if you are exporting there) .
In the Project dashboard, select Local in the navigation menu on the left.
Select your desired project and then click and drag it to your visible folder (or the desktop). The ESX file appears on your desktop.
Note: If the project does not export, repeat Step 2. Files will not move if you have clicked outside Xactimate before clicking and dragging the already selected file or if you did not select it before clicking and dragging.

Select the desired project in your Local projects list.
Select the Export icon () in the project options menu that appears on the right.
Select the appropriate option, and select EXPORT.

Browse to your desired folder and select OK. (If you exported to Excel, it automatically opens the application, from which you can save the file wherever you need.)