Exporting Data

Export Options

DealOracle lets you export your lead data in two formats:

Format	Best For	Includes
CSV	Importing into other tools, spreadsheet analysis, backups	Raw data with custom column selection
PDF	Sharing with stakeholders, printed reports, archival	Formatted reports with summaries and charts

What You Can Export

• All leads — Export your entire lead database
• Filtered leads — Apply filters first, then export only the matching results
• Selected leads — Manually select specific leads and export just those

Column Selection

Before exporting, choose which columns to include:

• Name, Email, Phone
• Source, Status, Disposition
• Created Date, Last Activity
• Tags, Notes
• Custom fields
• Conversion history (CSV only)

Your column selection preferences are remembered for future exports.

CSV Export

Export lead data as a comma-separated values file:

How to Export

1. Navigate to the Lead Manager
2. Apply filters (optional) to narrow down the leads you want
3. Select leads (optional) using checkboxes, or export all visible leads
4. Click Export → CSV
5. Choose columns from the column picker dialog
6. Click Download

CSV Details

• Encoding: UTF-8 with BOM (Excel-compatible)
• Delimiter: Comma (,)
• Date format: ISO 8601 (2026-03-08T14:30:00Z)
• Tags: Pipe-separated within a single column (hot-lead|q1-campaign)
• Empty fields: Left blank (not "null" or "N/A")

Large Exports

For exports over 5,000 leads:

• The export runs in the background
• You'll receive a notification when it's ready
• Download link is available in Admin → Exports for 7 days

Tip: Use CSV exports as regular backups of your lead data. Schedule weekly exports to maintain an offline copy.

PDF Reports

Generate formatted PDF reports for sharing and archival:

Report Contents

PDF reports include:

• Header — Report title, date range, and filter summary
• Lead Summary Table — Selected columns for each lead, paginated
• Conversion Statistics — Total leads, conversion rate, total conversion value
• Pipeline Breakdown — Leads by status and disposition with counts and percentages
• Source Analysis — Lead count by source

Generating a PDF Report

1. Navigate to the Lead Manager
2. Apply filters to define the report scope
3. Click Export → PDF Report
4. Choose which sections to include
5. Click Generate
6. The PDF downloads automatically

Customization

• Company branding — Your logo and company name appear in the header (configured in Settings)
• Date range — Reports can cover any time period
• Sections — Toggle individual sections on/off
• Orientation — Portrait or landscape layout

PDF reports are ideal for monthly reviews, client presentations, and compliance documentation.