CSV and PDF Exports in PipelineDeals

Grabbing your account information to quickly  share with your boss, colleagues & vendors is vital to any database and PipelineDeals makes it quick and easy to do. In addition to csv exports you'll also have handy PDF exports as well. 

For more details on how to quickly filter lists and reports to build powerful exports be sure to check out more articles, like the one below, from the PipelineDeals knowledgebase about Importing & Exporting Data

Exports

You can export companies, deals. people and activities to CSV files or print them as a PDF. If your CSV export contains more than 100 records, a direct download link will be emailed to you when your export is ready.

Please remember that your export will only include the columns that appear on the page. If you would like to customize the data that will be included in the export, please click Add/Remove Columns to adjust the columns in the view. Any column that is checked off will display on the page. To learn more about filtering within columns, please visit the following link: Creating, Saving, and Sharing Custom List Views.

 

CompaniesDeals and People tabs

  1. Select the columns and set your filters to the records you want to export
  2. Click on the gear icon dropdown > Export CSV or Print or Save as PDF

Activities

  1. Visit the Reports tab Activity Report
  2. Set your filters to display the activities you want to export
  3. Click on the gear icon dropdown
  4. Select either Export CSV file or Print or Save as PDF

Tasks & Events

  1. Visit the Agenda tab
  2. Set your filters to display the tasks and events you want to export
  3. Click on the gear icon dropdown
  4. Select either Export CSV file or Print or Save as PDF

Why don't I see the Export option?

Exporting is a permission controlled by account admins. This permission can be enabled by visiting the Users section of Account Settings