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Exporting data to excel or CSV
Exporting data to excel or CSV

A guide to exporting the Pipeline and a Baseline to excel or csv.

Michael Foulkes avatar
Written by Michael Foulkes
Updated over 4 years ago

There are two types of export view available

  1. Export Live Grid View - exports the live view of the grid for the 12 months displayed.

  2. Export All Data - exports all underlying data for all periods.

The option to export is available from the both the Pipeline grid and when viewing Baselines. 

Export Live Grid View

  • Navigate to the Pipeline grid or relevant baseline and select Export in the top right hand of the grid.

  • Select to export either an Excel or CSV file from the file type menu.

  • Then click Export.

Export All Data

  • Navigate to the Pipeline grid or relevant baseline and select Export in the top right hand of the grid.

  • Select to export either an Excel or CSV file from the file type menu.

  • Select the All Data toggle

  • Enter to From and To dates to export data for a particular period. Or leave blank to export all periods.

  • Then click Export.

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