Easily export all of your Pipeline cover page data (for live AND archived deals) from the Grid view by following the steps below. If you have multiple Processes, you will need to repeat these steps for each Process.
If you need to export ALL data in a Workspace (including Task data, documents etc.) please see the article here.
- From Pipeline, open Grid view by clicking the box under your initials in the upper right corner.
- Clear any current Pipeline filters (in the upper left corner, if there is a filter on, there will be a yellow number on the filter icon indicating the number of filters currently in use), unless you only want to export the currently visible Projects.
- Select Columns (listed vertically) in the upper right corner.
- To Export ALL cover page fields, ensure that the top box is checked so that ALL fields are visible, and, therefore, exportable.
- To export a select number of fields, uncheck any fields you do not want to include in the export.
- In the upper right corner, click the gray upwards arrow to export the data to Excel.