You can export the workflow list to CSV or Excel for offline analysis, sharing with clients, or feeding into another system.

  1. Click Workflows in the sidebar.
  2. (Optional) Switch to a saved view or apply filters so the list shows exactly the rows you want.
  3. Click the three-dot menu in the top right.
  4. Under Data Management, choose Export as CSV or Export as Excel.
  5. The file downloads with one row per workflow, matching the columns currently visible and the current filters.

The export respects the active view, so column choices and sort order are reflected in the file.

Tip: Need data that is not on the standard columns? Open the column manager and add the fields you need (e.g. custom workflow fields, budget vs actual, dates) before exporting — anything visible in the list is included in the export.

Note: Bulk export is available to administrators and to members granted the Import/Export capability in Settings > Access.