---
title: Download Portal Data as a CSV Spreadsheet
description: Learn how to export Harness portal data to CSV — which pages support it, how filtering shapes your export, and how to open the file in Excel or Sheets.
---

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September 30, 2026

# Download Portal Data as a CSV Spreadsheet

## Export engagements, contacts, clients, and proposals from the portal into an Excel-compatible spreadsheet.

Most pages in the portal include a **Download as CSV** option that lets you export the information you're viewing directly into an Excel-compatible spreadsheet. This is the easiest way to pull portal data into your own report, sort it, filter it, or share it outside the portal.

### Where the Download Option Is Available

| Page | What gets exported | Available? |
| --- | --- | --- |
| **Engagements** | All engagement records visible in your current filtered view | ✅ Yes |
| **Contacts** | All contacts in your contact list | ✅ Yes |
| **Clients** | All client records in your client list | ✅ Yes |
| **Proposals** | All proposals and their current status | ✅ Yes |
| **Invoices** | Invoice data | ❌ Not yet available |

### Step 1: Navigate to the page you want to export

- Go to the section of the portal you want to download data from — Engagements, Contacts, Clients, or Proposals.
- Apply any filters you want before downloading. The CSV will export whatever is currently visible in your view — so if you've filtered to a specific team, tax year, or engagement type, only those records will be included in the export.

💡 **Note:** Filtering before you export is the best way to create a focused report. For example, filter Engagements by a specific tax year and team before downloading to get a clean list of just those records.

### Step 2: Download the CSV

- Look for the **Download as CSV** button — it's typically located in the top right area of the page, near the filters.
- Click it. The file will download automatically to your computer.
- Open the file in Excel or Google Sheets to view, sort, and organize the data.

💡 **Note:** The exported file is a snapshot of the data at the time of download — it does not update automatically if records change in the portal after export.

![step2-download-as-csv-button](https://help.harness.co/hs-fs/hubfs/step2-download-as-csv-button.png?width=670&height=236&name=step2-download-as-csv-button.png)

### Video Walkthrough

 

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