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      1. QuarterOne Help Center

      How do I export the Pipeline to excel or CSV?

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

      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. For information on viewing Baselines please see the linked article - How do I access a saved baseline?

      Export Live Grid View

      Export Options
      • 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.