Download All Opportunities in a .CSV File

From the Opportunities area, you can download all opportunities in a .CSV file. You can then open and work with that file in Microsoft® Excel®.

This procedure downloads all opportunities (active and inactive) in the database, subject to any access restrictions defined for your security role. The data includes all standard and custom fields, but it does not include any data from the grids on the Opportunities area tabs. After you download the opportunities, you can use Excel or another spreadsheet application that supports .CSV files to filter and format the data for reports.

To download opportunities in a .CSV file, complete the following steps:

1. Click to go to the Opportunities area.
2. Click . (This icon is located next to the Opportunities area title in the upper-left corner.)
3. On the Download Contents dialog box, click Download.

   The opportunities are downloaded to your downloads folder in a file named MyOpps.csv. You can continue working while the download process runs.

   Exception: If your browser is Safari, the file is not automatically saved in your downloads folder. It displays on a separate browser tab, and you can then save it using the file name and folder of your choice.