Export your data

Download any grid (or just your selection) as CSV, and collect finished exports from one page.

2 min read

Your data is yours. Every grid has Export CSV in its toolbar, and the file reflects the grid as you see it, filters applied. For a subset, select rows first and use Export in the bulk action bar: exactly those rows, nothing more.

The Exports tab

Large exports are prepared in the background. Import / export in the sidebar has an Exports tab listing every export with its status and a download link when ready. The export-ready notification tells you the moment it is done, so there is no need to wait around. Files stay downloadable for 30 days, and every export lands in the Activity log. Clicking New export there is a signpost, not a wizard: it points you back to the People grid or Donations, because that’s where the filters live.

The tab lists everyone’s exports so the workspace can see what has been extracted, but the file itself is yours: you can download or delete an export you requested, and organization admins and owners can download or delete any of them. A colleague’s export shows Owner only where the download and delete buttons would be, with their name in the By column, so you can see the export exists without being offered a button that would be refused. After 30 days the file is deleted and its row leaves the list; the Activity log entry stays. Exporting the workspace user list is limited to admins and owners.

Filter first, export second
Need “donors in Springfield since January”? Build the filter in the grid, confirm the match count, then export. The CSV is your report, no spreadsheet surgery required. See Filters and the query builder.
Exports leave the safety of the app
A CSV on a laptop has none of the CRM’s access controls. Share exports deliberately and delete stale copies.
Related

Try this on sample data.

Every feature in the docs is live in the free demo workspace — no card, nothing to lose.

Start free