> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/engage/partners/export.md).

# 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.

{% stepper %}
{% step %}

#### 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.
{% endstep %}

{% step %}

#### 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](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2FPzBrOUHWmruO1tQPIIMB%2Fpartners-list-export-button-v2.png?alt=media)
{% endstep %}

{% step %}

#### Download the file

Large exports are emailed to you when finished. Smaller exports download directly.
{% endstep %}
{% endstepper %}

## 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.                                                                                                                                     |

{% hint style="warning" %}
**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.
{% endhint %}

## Related Documentation

* [Export Data](/getting-started/getting-started/export-data.md) — How exports work across PEARS.
* [Partner Reports Export](/reflect/partner-reports/export.md) — Export the reports filed against your partners.
