> ## Documentation Index
> Fetch the complete documentation index at: https://docs.acelabusa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting Accounts and Projects to CSV

> Download the Accounts or Projects table as a CSV that matches the filters, search, and archived state on screen.

Both the Accounts and Projects pages have an **Export** button in the header that downloads the current view as a CSV. Use it to analyze pipeline data in a spreadsheet or share a snapshot with teammates who don't have Acelab access.

## Before You Begin

* You must be signed in as a **Manufacturer Admin** or **Manufacturer Rep** with access to the brand you're exporting.
* The export reflects **the filters, search text, sort, and Archived Leads toggle that are active on screen**. To export everything, clear all filters and search before exporting.
* Accounts and Projects are separate exports. Export the Accounts page for firms; export the Projects page for projects.

## Exporting Accounts

1. Open the **Accounts** page from the side navigation.
2. Apply any filters, search text, or sort you want reflected in the file. Toggle **Archived Leads** if you want archived rows included.
3. Click **Export** in the top-right of the header.
4. The button shows a loading state while the file is generated. Don't click again while it's loading.
5. Your browser downloads a file named `Accounts_Export_YYYYMMDD.csv`, using today's date.

Open the file in Excel, Google Sheets, Numbers, or any spreadsheet tool. Each row is one firm.

## Exporting Projects

1. Open the **Projects** page from the side navigation.
2. Apply any filters, search text, or sort you want reflected. Toggle **Archived Leads** if you want archived rows included.
3. Click **Export** in the top-right of the header.
4. Your browser downloads a file named `Projects_Export_YYYYMMDD.csv`.

Each row is one project.

## What the Export Reflects

The export uses the exact same filter and search parameters as the visible table. That means:

* **Filters applied →** only matching rows are included.
* **Search text →** only matching rows are included.
* **Sort →** rows are ordered the same way as on screen.
* **Archived Leads toggle on →** archived rows are included.
* **Blurred project names** on the Projects export stay blurred (empty) for rows without a connection, just like in the UI.

Pagination does not apply to the export; every row that matches your filters is included, not just the current page.

## Tips

* **Export both files for a full snapshot.** Accounts gives you firm-level rollups; Projects gives you project-level detail.
* **Filter first, export second.** For a weekly rep pipeline review, filter by **Rep** and **Status = Active**, then export. Each rep gets their own file.
* **Combine Signal Range + Signal Type filters** to export accounts or projects with a specific type of recent engagement, for example, everyone who saved to a project in the last 14 days.
* **Rename files after download.** The default filename includes today's date but not the filters used. Rename to something like `Accounts_HighPriority_2026-08-12.csv` before saving to a shared drive.

## If the Export Fails

If the download doesn't start, the button returns to its default state and an error message appears. Wait a moment and try again. If it keeps failing, narrow your filters (very large exports can time out) or contact Acelab support.