Overview
Export your contract data to CSV format for use in spreadsheets, reporting tools, or other systems. Exports are based on custom views, allowing you to control exactly which columns are included. When you trigger an export, it runs as a background task. Once the file is ready, it is sent to your email address as an attachment. The Exports panel shows a full history of all exports created for the project, including who created each export, which view was used, what fields were included, and when it was run.Creating an Export
Filter Contracts (Optional)
Apply filters or status filters to narrow down which contracts to export. Skip this step to export all contracts.
Open the Exports Panel
Click Actions in the toolbar, then select Exports. The panel shows your project’s export history.
Create a New Export
Click the Export button (top-right, or in the empty state). The Create Export dialog opens.
Select a Custom View
Choose which custom view to export. The view’s columns determine what data is included.
You must have at least one custom view created to use exports.
Exports run in the background. Check your email for a message from Royaltyport with the exported file attached.
Export History
Every export is recorded in the Exports panel. Each row shows:| Column | Description |
|---|---|
| User | The team member who ran the export |
| View | The custom view used for the export |
| Fields | The columns included in the exported file |
| Date | When the export was created |
What’s Included
The exported file includes:- All columns from the selected custom view
- All contracts matching your current filters and status filter
- Current sort order applied to the data
Best Practices
Create views for specific exports
Create views for specific exports
Build custom views with the exact columns you need for reporting, then use those views for consistent exports.
Apply filters before exporting
Apply filters before exporting
Use filters to narrow down contracts before exporting to get exactly the data you need.
Related Documentation
Views
Create custom views to control export columns.
Filters
Filter contracts before exporting.