---
title: Pipeline search, filters, reports and export
description: Filter the LendingWise pipeline with Advanced Search, export chosen fields to CSV and save report templates for loan tapes and investor reports.
---
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# Pipeline search, filters, reports and export
## Filter the pipeline and export the fields you choose to CSV, with reusable report templates.
New to the Pipeline? Watch the 3-minute tutorial and link it to [https://youtu.be/IVFRckpbJDI](https://youtu.be/IVFRckpbJDI)
Use Advanced Search in the Pipeline to filter files, then export the fields you choose to a CSV. You can save your field choices as a report template, which makes loan tapes, investor reports and other data pulls quick to repeat.
### Step 1: Filter your files
1. Go to Loan Origination \> Pipeline - Main.
2. Click the **magnifying glass** at the top right to open Advanced Search.
3. Pick your filters. Common ones:
- **Primary Status** (for example Lead, Processing, Closed, Servicing)
- **Loan Programs** (you can pick several)
- **Date ranges** for File Created, File Modified, Closing Date, Maturity Date, Appraisal Order Date, Received Date and Disclosure Sent Date
- **Branch, Broker, Loan Officer, Assigned Employee**
- **Sub-Status, Servicing Status, Property State**
- **File Idle** (days since last activity: 3, 11, 14, 21, 30, 60 or 90+)
- **Workflow Steps** (completed or not completed)
- **Lead Source, Referring Party, Priority, Notes Type**
4. Click the blue **Search** button. **Reset** clears the filters. To search by text, pick a field in Select Field To Search first.
 
### Step 2: Open Export Client Data
With Advanced Search open, click the export button: a small grey square with a green Excel icon and no label, to the right of Search and Reset. It only shows when your search finds files. The **Export Client Data** window opens.
**Important:** you can export up to 6,000 records at a time. If your search finds more, narrow your filters.
### Step 3: Pick the fields
Tick the fields you want. They're grouped into categories:
- Borrower Info (name, phone, email, credit score, SSN and more) and Co-borrower Info
- Borrower Address and Mailing Address
- HMDA fields (General Info, Borrower, Co-Borrower)
- Entity Info and Entity Members Info
- Loan Info (loan program, amounts, rates, terms, LTV, ARV, rehab cost and more)
- Loan Setup (DSCR, floor rate, adjustable rate details and more)
- Property Info (address, type, condition, square feet, bedrooms, lot size and more)
- Appraisal Info and Property Valuation
- Additional Questions
- Title Info, Attorney Info, Insurance Rep Info, Insurance Info
- Refinance Current Mortgage
- Personal Income & Expenses (Borrower and Co-Borrower)
- Contact Info (Branch, Assigned Employee, Broker, Loan Officer)
- Admin, Dates & Misc (status, sub-status, loan number, closing date, lead source and more)
- Fees & Cost (76 fields, including points, fees, per diem interest, reserves not financed, Total Fees & Costs and Net Lender Funds to Title)
- HUD line items
- File Links (back office links, borrower portal, broker portal, Quick App links and more)
- Custom Fields
Use **"Click to select all fields"** at the top to tick everything, or the **"Click to select all \[section name\] section"** links to tick a whole category.
### Step 4: Export
At the bottom of the window there are three buttons:
- **Export Client File Data in .csv:** downloads a CSV of the files you found, with the fields you picked. Open it in Excel or any spreadsheet tool.
- **Export Note History in .csv:** downloads the note history for those files. The **Notes Type** list (Public by default) controls which notes are included.
- **Save as report and Download as a CSV:** saves your field choices as a named report and downloads the data.
### Step 5: Save and reuse report templates
1. Tick the fields you want in the template.
2. Click **Save as report and Download as a CSV**.
3. Type a report name in the box that appears, then click the button again. The template is saved and the data downloads.
**Use a saved report:** open Export Client Data and pick it from **"Select Data Points from Saved Reports"** at the top. The checkboxes update to match.
**Delete a saved report:** pick it in that list, click **Delete** and confirm.
### Export fields vs. on-screen columns
Export Client Data controls what goes into the exported file. To change which columns show in the Pipeline itself, use the sliders icon instead. See [Pipeline Views](https://help.lendingwise.com/knowledge/save-pipeline?hsLang=en).
Excel export: how to change the exported columns
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