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Exporting data from Pipefy is simple and can be done using the reports feature. It allows you to generate a XSLX file with the data in your pipe.
Important! Only the information added to the fields in your pipe and general information such as ID, creator, time in each phase, etc., can be exported. Additional data such as connected cards/records, comments, manual checklists, emails and card history can't be extracted.
How to export data from a pipe?
First you need to access the pipe you want to generate a report from and open the ‘reports’ tab on your pipe dashboard's header.
This is what the pipe reports dashboard looks like. Click on ‘Create new report’ to begin creating a new report.
For detailed instructions on how to create a new report, click here.
Now to answer your initial question: After you're done editing your report, click the ‘export’ button.
You'll be asked to choose whether you want to download your XSLX file directly from Pipefy or to receive a link to download it in your email. From there you can extract the data and work with it in other software.
Important: Pipefy only exports reports with 30k lines or less. If your report (either company or pipe) encompasses more than 30 thousand cards, only the first 30k lines will be exported.