How to filter and export deals
See only the deals from one owner or from a specific period and download the list as a CSV spreadsheet.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
With a full board, filters show only what matters: deals from one team member or deals created in a specific period. The export puts the deals into a spreadsheet.
Where to find it in Cognizy
Step by step
- Step 1:
Open and click Filters.
- Step 2:
In Owner, choose the person. The board now shows only their deals, and the numbers at the top update accordingly.
- Step 3:
To see a specific period, choose the dates in Start date and End date.
- Step 4:
To download the deals as a spreadsheet, click CSV, at the top of the screen.
How to know it worked
The board shows only the deals that match the filter, and the CSV file appears in your downloads folder.
If something goes wrong
The board is empty.
No deals match the chosen filters. Set Owner back to All owners and clear the dates.
Next step
Use the day's queue to know which deal to start with.
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