Exports & Downloads

The contact export is an account-wide spreadsheet of everyone added to a transaction, run by master admins. Answers to the common questions about who can run it, what's in it, and what it leaves out. Who can export contacts? Master admins. Th...

Every contact your office has ever added to a transaction, in one spreadsheet you can sort, share, or load into another tool. Introduction Pipeline keeps contacts where the work is, on the transactions they belong to. That's the right place for...

The Full Spreadsheet is every transaction in the account, every year, every column, with no row limit. Answers to the common questions about what it holds, who can download it, and how it differs from a year spreadsheet. What does the Full Spread...

One click gives you every transaction your account has ever had, with every column, in a single file. Introduction The question that needs this one is usually awkward. An audit that wants every transaction the office has ever had. A comparison ...

There's no print button on a checklist. There are three routes to paper, and which one you take depends on whether you're printing a template, a transaction's checklist, or your task list. Introduction People want checklists on paper for good r...

An agent can't download the office contact list, and that's deliberate. Here's what an admin can hand them, and what they can pull for themselves without asking. Introduction An agent goes looking for a download button on their contacts and doe...

The user list and a transaction's checklist each download as their own spreadsheet. Answers to the common questions about what's included, deactivated users, and bulk changes. What's in the downloaded user list? Everything on their profile tha...

Some of Pipeline's lists come out as their own spreadsheet — your user roster and a transaction's checklist timeline, ready to work with offline. Introduction Transactions and contacts are the exports people go looking for. Two smaller ones sit...

Your state calls it a log of contracts. Pipeline calls it a transaction spreadsheet, and it already holds every column the auditor is asking for. Introduction An auditor's letter names a report. It says log of contracts , or transaction log ,...

Your buyers and sellers are already in Pipeline, spread across every deal you've closed. Two downloads gather them into one list a mailing tool can read. Introduction A holiday card, a market update, a just-listed postcard. The list you want to...

No Commission Module, and 1099s are due. The numbers are already sitting on your transactions, and this is how to get them into one column you can total. Introduction January arrives and somebody needs a figure per agent. You open the Reports ...

Transaction spreadsheets come two ways: a ready-made year, or the exact list you searched and sorted. Answers to the common questions about who can download them, column choices, and the 1,000-transaction limit. Who can download a transaction spr...

Take your transactions out of Pipeline as a spreadsheet — search and sort first, and download exactly the list you shaped. Introduction Somebody wants a list. The state wants two years of transactions for an audit, the franchise wants its own t...

The download is raw material, not the report. The report is a few minutes of work in a spreadsheet app, and it starts with one choice you make before you click. Introduction Pipeline gives you the data and leaves the shaping to you. That's why ...

A spreadsheet that came up short almost always has one of three causes, and none of them means data is gone from Pipeline. The File Stops at 1,000 Transactions Downloads built from a search are capped at 1,000 transactions to keep them fast, so...