Export

Export partner records and their related data to an Excel workbook.

The Partners export produces an Excel workbook of the partner records currently matching your filters.

1

Filter the list

On the Partners list page, apply any filters you want the export to respect. The export honors the filters and search terms currently applied.

2

Click Export

Click the Export button. PEARS builds the workbook in the background.

Screenshot: The Partners list with the Export button highlighted beside the Add button, the Active filter applied and one active partner in the table

3

Download the file

Large exports are emailed to you when finished. Smaller exports download directly.

Worksheets

Worksheet	Contents
Partners	One row per partner: name, partner type, start and end dates, active status, site, unit, owner, comments, program areas, the latest partnership agreement, and record timestamps. Linked contacts and their roles are included.
Other Activities	One row per logged activity: type, date, time, quantity, and notes.
Sharing	One row per sharing grant: what it targets and whether it confers View Only or View & Edit.

NOTE: The export respects your access tier. A partner you can only see at the Restricted tier exports as its preview fields — name, dates, site, unit, owner, and timestamps — rather than being dropped from the file. Fields you cannot see are blanked, and concealed contact details export as a mask so that a blank and a hidden value stay distinguishable.

Related Documentation

• Export Data — How exports work across PEARS.

• Partner Reports Export — Export the reports filed against your partners.