Who can export pipeline data
Admin access is not required to export pipeline data.
Any user can export as long as they:
Have access to the Opportunities Pipeline
Can switch to Table view
Have visibility to the fields they want to export
Can see the Export button
If certain fields are not visible, an admin may need to update field permissions.
How to export your pipeline
Navigate to the Opportunities Pipeline
Open your pipeline from the main navigation.
Switch to Table view
Use the toggle in the top right to switch from Board view to Table view.
Apply filters
Click Add Filter to narrow down the opportunities you want to export.
You can filter by criteria such as:
Opportunity Type (RFI, RFP, Sources Sought)
Stage
Customer or Agency
Due Date or Submission Date
Owner
Any custom field your team uses
Filters allow you to export only the data relevant to your current task.
Select the columns you want to export
Click the column selector in the top right of the table.
Add or remove fields as needed.
Note: Only the columns visible in the table will be included in the export.
Export the data
Click Export
Choose CSV
Open the file in Excel
What the export includes
One row per opportunity
Only opportunities that match your applied filters
Only the fields currently visible in the table
This gives you full control over what data is included in your export.
Common issues and troubleshooting
I do not see certain fields in my export
You can only export fields you have permission to view. Contact an admin if a field is hidden or restricted.
I cannot see all opportunities
Your role may limit opportunity visibility. An admin can confirm access settings.
I do not see the Export button
Confirm you are in Table view. If the issue persists, contact your admin or NextStage support.