Export lead data and download lead files

Export lead data for selected features using log reports

Log in to Sage Construction Management as an Admin.
Optionally, go to Leads and reactivate archived projects.
Learn more here.
Go to Reports, select Lead Specific Reports in the Report Category dropdown.
Select the feature, such as RFIs, Submittals, and so on, in the Report Sub-Category dropdown.
Select the Lead.
This field is required for standard log reports. For custom log reports, if a lead is not selected, the report includes all active leads.
Select one of the standard or custom reports as needed.
Export lead data in CSV, Excel, PDF, and other formats.

Go to Leads and select the appropriate lead in the Quick Select section.
Select All Lead Linked Files in the General Info section.
Optionally, select a Feature Name in the dropdown to filter linked files by feature or use the Search field to filter linked files by feature record number or document name.
Download files using the following options:
- To download all files, select Download All.
- To download multiple files, select the appropriate files from the list and select Download Selected.
- To download a specific file, select Download in the corresponding row.

Go to Leads.
Select the lead in the Quick Select section.
On the Lead Home page, select Photos under the Documentation section.
Select Actions > Download All Photos.
Select OK in all three dialogs as they appear.
Sage Construction Management sends an email to your email address that includes a link to download a ZIP file with all the photos.
Select the link that's included in the email to download the ZIP file.