Export funding sheet information

You can export a summary funding sheet, which is a CSV file containing the rows (funds), columns, and data on the funding sheet. You can do this in a company, project, or shell funding sheet. Summary funding sheet information cannot be re-imported.

To export a funding sheet summary:

  1. Open the company, project, or shell funding sheet.
  2. Select Export, and then choose Summary Fund Sheet.
  3. Read the confirmation message, and then select Yes to continue.

    You may choose to open the file in a compatible program such as Microsoft Excel to review it before saving.

  4. Select Save, and specify the location in which to save the CSV file.

Last Published Monday, October 13, 2025