# Workspace Export The Workspace Export creates a full Excel export of your current Workspace view. ### ⚙️ How It Works The export is triggered from the My Workspace page. It generates an Excel file with one worksheet per workflow status (e.g. Quoting, Approved, Invoiced). The export respects all your active Workspace filters, so what you see on screen is what you get in the file. ### 📋 What's Included Each worksheet includes: * **Project details** - number, client, contact, dates * **Product lines** - items on each project * **Financials** - cost, selling, GP * **Addresses** - shipping and postal * **Metadata** - industry, cancel reason, courier waybill, serials, tags * **Document links** - hyperlinks to all financial documents (quotes, SOs, invoices, POs, GRVs, delivery notes, credit notes, and more) ### 💡 When to Use This This export is useful for: * Offline review of your pipeline * Sharing project status with stakeholders * Bulk data analysis in Excel * Archiving workspace snapshots at a point in time ### ✅ Summary * Exports your Workspace view to Excel with one worksheet per status * Respects your active filters - what you see is what you get * Includes project details, product lines, financials, addresses, and document links * Triggered from the My Workspace page --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://support.ordereazi.com/sales-features/my-workspace/workspace-export.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.