How to Export Pipeline Data to CSV

How do I export reports and data?

You can export data from the Pipeline using the Custom Reports / Export Data feature. In the Pipeline view, you can select the fields you want included in the export and download the results as a CSV file.

How do I export data from the Pipeline?

1. Go to Pipeline
2. Open Pipeline Main
3. Select Advanced Search
4. Click the Excel icon
5. Check the fields you want to export
6. Use the report options to update data points and download as a CSV

Can I save selected data points for later use?

Yes. After selecting the data points you want, you can save them and they will appear in the dropdown for future selection.

What format is available for exports?

Exports can be downloaded in CSV format.

Can I choose which fields are included?

Yes. You can select which fields to include when generating the export. Some fields may not be available in the export field options.

Summary

The Pipeline view includes a Custom Reports / Export Data workflow that lets you select fields, save data points, and download the results as a CSV file.