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Export Your Data

Last updated on Nov 18, 2025

Note: As described in our Privacy Policy, we believe your data belongs to you and only you. It is your right to export your data in full at any time, for any reason.

Not only have we made it easy to export your data, but you can also filter your data to exactly what you need, as well as preview and select the specific columns you want to export. For example: all Appraisals completed last month for a particular client, or just the "Workflow" related fields. This makes it easy to run your own reports, export appraisal data to begin a report in your report-writing software, and back up your data externally.

Search / Filter Views

You can export lists of Appraisal Orders, Clients, Contacts, Accounting, and Team Members to CSV format (Excel-compatible). The following example is for Appraisal Orders, but the process is essentially the same for each resource type. Note that for search/filter views, the only supported file type is CSV.

Steps

  1. Navigate to the resource you'd like to export

  2. (Optional) Apply any filters or searches

  3. Click EXPORT in the upper-right hand corner

  4. Preview and select/deselect the columns you want to export (all are selected by default).

  5. Your file will be downloaded to whichever folder your browser is configured to use.

That's it! Your export will be available in your Downloads folder (or whichever location you choose).

Appraisal View

For an appraisal order, you have the option to download to PDF (Portable Document Format), CSV (Comma-Separated Values), XLSX (Microsoft Excel), or JSON (JavaScript Object Notation). This gives you flexibility and allows you to open your appraisal order data in your own systems - such as a narrative report-writing setup in Excel or third-party software.

After selecting the file type you’d like to export, you’ll see a preview of the export fields and data. You also have the ability to select which columns you need (not applicable for PDF export). All fields are selected by default, so if you don’t need them all, simply deselect the unnecessary fields or entire sections.

Steps

  1. Navigate to the appraisal order you'd like to export

  2. Click EXPORT in the upper-right hand corner

  3. Click the file type you'd like to export to

  4. Preview and select/deselect the columns you want to export (all are selected by default).

  5. Your file will be downloaded to whichever folder your browser is configured to use.