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