How to export portfolio to CSV

Export the portfolio table, or a filtered subset, as a CSV file for offline analysis or sharing outside Smaply.

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

1

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.

2

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.

The download icon exports the Table as CSV

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.

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.

Related topics

Use the portfolio table

Filter, sort, and choose columns before you export.

Portfolio summary

The dashboard you open Portfolio on, and the way into the Table.

Export a journey map as PDF

Export the map itself, with branding, instead of the portfolio data.

Create a portfolio item

Add pain points, opportunities, solutions, or custom-type items.