Export a pipeline report

Share pipeline data with anyone as a CSV or scheduled email.

You can export your pipeline data as a CSV file or set up automatic weekly emails so your team always has the latest numbers. This keeps everyone aligned on pipeline health without manual check-ins.

1

On the Reports page, click Export.

On the Reports page, click Export.

The Reports page shows all your pipeline metrics and gives you instant access to export options.

2

Set the Format and Date range.

Choose the format and date range.

CSV format works best for spreadsheet analysis, while email delivery keeps your team updated without extra steps.

3

Click Export report — or schedule it to your inbox every Monday.

Click Export report — or schedule it to hit your inbox every Monday morning.

 

Scheduling a weekly email is faster than exporting manually each time — set it once and it arrives every Monday morning.

 

What's next

Once your report is exported or scheduled, share the CSV with stakeholders or let the automated emails keep your team in sync. You can also customize which metrics appear in future exports from the Reports settings.

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