> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/my-workspace/workspace-export.md).

# Workspace Export

Sometimes you need your pipeline outside OrderEazi, for a sales meeting, a report to a director, or your own analysis in Excel. Workspace Export creates an Excel file of the projects matching your filters, with one worksheet for each section.

### Before you start

You'll need the **Export to Excel** permission, in the **Workspace** permission group. The export is in **Advanced Workspace Filters**, so you'll also need the **Advanced Filters** permission.

### How to export your workspace

1. In My Workspace, select the filter icon next to **Search / Filter**.
2. Set the filters for the projects you want to export.
3. Select **Export**, at the top left of **Advanced Workspace Filters**.

OrderEazi applies your filters and your search, and downloads an Excel file named "Dashboard Export" with the date and time.

> **Tip:** Set filters so the file has only the projects you need. The file includes costs and gross profit, so check it before you share it outside your team.

**Example:** Your sales director wants every open quote over R50 000. You set **Order Value** to R50 000 and up, choose the **Quoted** section, and select **Export**. The file has a **Quoted** worksheet with one row for each matching project.

### What's in the file

Each worksheet is one section, such as **Quoted** or **In Progress**. A worksheet called "Empty" means nothing matched your filters. Each row is one project, with:

* **Project details:** The project number (a link to the project), customer order number, sales channel, workflow, description, products, and dates.
* **Client and contact:** The client's name and ID, the contact person, email and industry, and the sales rep.
* **Delivery:** The earliest and actual delivery dates, delivery instructions, waybill, and the shipping and postal addresses.
* **Values:** Total cost, total selling, and total gross profit, excluding VAT.
* **Pipeline:** The cancel reason (on the **Cancelled** worksheet only), win probability, tags, and next actions.
* **Documents:** Links to each of the project's documents, in the columns at the end.

### Related pages

* [Filtering projects](/central/order-management/my-workspace/filtering-projects.md): choose which projects to export
* [My Workspace](/central/order-management/my-workspace.md): the sections that become worksheets