There are two different ways of exporting your data to excel, please chose the option that best meets your needs.
1) Filtered exports for quick reports and listings
You may want to export a (sub)set of your deal, company or contact data to be used as ad hoc reports or to upload to your email outreach processes. To achieve this, follow the steps below:
Go to the main pipeline page (Dealflow, Fundraising, Investor, Company, Contact, etc.) that you want to export data from. In this article we will use the Dealflow pipeline for the screenshot samples.
Switch to grid mode view
Select the columns that you want to export
Optional: This is in case you want to export only some specific type of data, you can use the filters to get the data you need. Please not that all the data that is currently visible in this page is what will be downloaded in the Excel file.
You are now ready to export your data by clicking on the 3 green dots at the top right and selecting: "Save as Excel" or "Save as Excel with Persons"
Save as Excel: Downloads all the data currently visible in your pipeline page
Save as Excel with Persons: Downloads all the data currently visible in your pipeline page plus the any associated persons to the Deal/Company/Contact/ FROPO/Investor/etc.
2) Complete data export
You can download your entire data set at anytime by following the steps below:
Go to Company Settings
2. Scroll down to the end of the Company Settings page and click on "Export data to Excel"
3. Click on Export all data and that's it, just wait a few seconds for the system to process the download. Please note that for security purposes, you are allowed to download all your data only once every 24 hours. Additionally, the downloaded excel contains hyperlinks to your documents stored in AWS. Simply click the links to download your files.