> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/portfolio/how-to-export-portfolio-to-csv.md).

# How to export portfolio to CSV

Pull your whole portfolio, or just the slice you've filtered to, into a CSV you can open in a spreadsheet or share outside Smaply. The export lives in the **Table** view, the one place the portfolio leaves Smaply as data rather than a PDF.

#### How to export the portfolio

{% stepper %}
{% step %}
**Open the Table view**

From the Portfolio **Summary**, click **View details** (or **Explore all** on a type card), then select **Table** in the **Table / Board / Chart** switcher. The Table lists every portfolio item in the workspace. For filtering and column choices, see [How to use the portfolio table](/portfolio/prioritization/how-to-use-the-portfolio-table.md).
{% endstep %}

{% step %}
**Download the CSV**

Click the **download** icon on the toolbar, to the right of the view switcher. The CSV downloads straight away, with no further dialog.

<figure><img src="/files/0IxAtO22LFMI9OAzPdhv" alt="The right side of the portfolio Table toolbar showing a Settings button, the Table / Board / Chart view switcher with Table active, a download icon, and a + Create new button. The download icon exports the table as CSV."><figcaption><p>The download icon exports the Table as CSV</p></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="success" icon="lightbulb" %}

#### **Tip: Filters carry through to the export**

Any filters you've applied in the Table carry into the CSV, so you can export the whole portfolio or only the slice you've narrowed to. Narrow the Table first, then download.
{% endhint %}

The Table is the only view that exports; the Board and Chart views have no export of their own. To share a journey map itself rather than the portfolio data, see [How to export a journey map as PDF](/sharing-and-exporting/how-to-export-a-journey-map-as-pdf.md).

#### Related topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Article</th><th>What it covers</th><th data-hidden data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>Use the portfolio table</strong></td><td>Filter, sort, and choose columns before you export.</td><td><a href="/pages/Mz77ioM4nJgfxggwyXja">/pages/Mz77ioM4nJgfxggwyXja</a></td></tr><tr><td><strong>Portfolio summary</strong></td><td>The dashboard you open Portfolio on, and the way into the Table.</td><td><a href="/pages/abuTV30fMWJUfseHuf1v">/pages/abuTV30fMWJUfseHuf1v</a></td></tr><tr><td><strong>Export a journey map as PDF</strong></td><td>Export the map itself, with branding, instead of the portfolio data.</td><td><a href="/pages/bFw8ZAfXKB40zpzNx0GL">/pages/bFw8ZAfXKB40zpzNx0GL</a></td></tr><tr><td><strong>Create a portfolio item</strong></td><td>Add pain points, opportunities, solutions, or custom-type items.</td><td><a href="/pages/ccKByq3EkMP6r9UQIneW">/pages/ccKByq3EkMP6r9UQIneW</a></td></tr></tbody></table>


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