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Data Export

Data Export

You can export Deals to Excel or CSV by clicking the Data Export button above the Deals grid.
Two export modes are available:

  • Full Export – Exports all data of the grid.

  • Filtered Export – Exports only the data that matches the active Query (i.e., your current filter).

Note: The exported Excel/CSV file always includes all columns, even if you are using a custom View in the application. Views only affect what you see on screen and do not limit the columns in the exported file. 

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