When you need a snapshot of your data — for a client, a spreadsheet analysis, or a one-time audit — use the Start Export flow. You get a file in your browser within seconds or minutes, depending on how much data you're pulling.
How to run an export
Click Export in the top bar. The Exports sheet slides out from the right.
On the Start Export tab, choose a format: CSV, JSON, or Excel.
Pick your field scope:
All Fields — every standard and custom field.
Current View — only the columns currently visible in the grid.
Choose Fields — hand-pick fields and reorder them. Your selection is saved per-user.
Optionally set a filename. Templates like
{date}-commissions.csvare supported.Click Start Export. The progress banner at the top of the sheet shows row count, percentage, and elapsed time.
When the export finishes, the file downloads automatically and is logged in the Exports tab of the sheet for re-download later.
What counts as "Current View"
Current View respects every filter in place at the time you start the export. If the grid shows 12,482 rows, that's what you'll get. Column visibility and order in your grid also carry through.
Format tips
CSV — smallest files, opens everywhere. Best default.
JSON — newline-delimited (one object per line). Ideal for piping into another tool or database.
Excel —
.xlsx. Limited to 1,048,576 rows per sheet; Stateable warns you if your export would exceed this.
Cancel a running export
Every export has a Cancel button next to its progress banner. Cancelled exports don't produce a file and don't count against your history.
Related
Schedule recurring exports on any cadence
Send scheduled exports to your own S3 bucket
Filter data with groups, AND, and OR logic