> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Export data for an LP update

> Pull pipeline and portfolio metrics into a CSV ready for your quarterly LP report.

## Goal

Generate the data slice your LPs want — pipeline value, deals closed, portfolio snapshot — in a format you can paste into a deck or report.

## What you'll do

1. Build a saved view for each report section
2. Export each view as a CSV
3. Combine into your LP report template

## Step by step

### 1. Build saved views for each section

You'll typically want at least three views:

* **Active Pipeline** — filter by Status is not 'Closed Won/Lost', show Deal Value, Stage, Owner, Last Contact
* **Closed This Quarter** — filter by Status = Closed Won AND Date Closed in last 90 days
* **Portfolio Snapshot** — your portfolio list with Investment Date, Stage, KPIs visible

For saved views: [How to customize saved views in your lists](/features/lists/how-to-customize-saved-views-in-your-lists)

### 2. Export each view to CSV

From each saved view, click **Export** (top-right menu) → **Export view as CSV**. The download includes only the columns visible in your view.

For export details: [How to export data from Affinity](/admin/data-migration/how-to-export-data-from-affinity)

### 3. Combine into your LP template

Open the CSVs in your spreadsheet tool. Most LP reports want:

* Total active pipeline value
* Deals closed this quarter (count + value)
* New investments + amounts
* Top 5 deals by value

Pivot tables on the exported data give you these in seconds.

## Tips

* Run this same view + export on the same day each quarter for comparable trends
* For richer analytics (charts, comparisons), build a [custom analytics dashboard](/s/article/Tutorial-14-analytics-and-reporting-from-templates-to-custom-dashboards) instead

## Related

* [Saved views](/features/lists/how-to-customize-saved-views-in-your-lists)
* [Export data](/admin/data-migration/how-to-export-data-from-affinity)
* [Analytics overview](/features/analytics/overview)
* [Industry Guides: Best practices for VC](/learn/industry-guides/best-practices-affinity-for-venture-capital)