Projects and companies can be exported to Excel from the Search Results page, or from your Project Pipeline and Key Accounts folders.
Select the projects or companies that you wish to export via the checkboxes on the left-hand side, and select Export to Excel from the Sharing Options menu.
Select which of your templates you would like to use for the export.
Your export will download as an .xlsx file in the format described in the Excel Template area of your Settings page.
Click here to learn how to set your Excel templates.