FOCUS Knowledge Base

1. Portfolio CSV Export > Pipeline Management

1. Access the Portfolio from either the tiles option or from the drop-down list. 

2. Click the Portfolio where you wish to extract the Pipeline Management CSV file.

3. Once you are in the Portfolio's main page, go to Settings. 

4. In the Portfolio's Settings page, click the Portfolio CSV Export button.

5. In the Portfolio's Settings-Portfolio CSV Export page, only tick the checkbox for Pipeline Management. Then, click the Export to CSV button.

6. A zipped file will then be downloaded in your device's local drive.