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How to Export Your Collection Data to CSV or XLS

You can download or export your Pieces, Locations, Contacts, Donations, Gifts and Sales to your computer at any time.

Updated over a month ago

How to Export Data from the main Pieces page:

  1. Click on Pieces in the left-hand menu.

  2. Click the New Report button at the top of the page to open a drop-down menu.

  3. Click Export to XLS or Export to CSV.

  4. The file will be saved to your Downloads folder on your device.

Did you know?

You can also access your downloaded Reports at any time by going to the Reports page in the left-hand menu. Downloading data to a CSV or XLS is available for all users.


How to Export Specific Piece Data from the Pieces page:

  1. Click on Pieces in the left-hand menu.

  2. Navigate to the Filter bar. From the options available, including 'More,' choose which attributes you'd like to filter by. This will narrow down your search to only Pieces that fit within your filter specifications.

  3. Click the New Report button at the top of the page to open a drop-down menu.

  4. Click Export to XLS or Export to CSV.

  5. The file will be saved to your Downloads folder on your device.

Did you know?

You can learn more about the filtering and sorting features that are available throughout the platform here.


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