> 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/plan/action-plans/export.md).

# Export

Export action plan data from PEARS as an Excel workbook.

The Action Plans export generates an Excel (.xlsx) workbook containing data from your action plans. The export includes the plan details, collaborators, outcome indicators, and partners across multiple worksheets.

## Getting Started

To export action plans, navigate to the Action Plans list under the **Plan** menu and click the **Export** button. The export includes all action plans matching your current filters.

The arrow next to the **Export** button opens a menu of additional options. If your account has permission to export uploads, that menu includes **Export with Uploads**, which delivers the workbook together with an archive of the files attached to the exported records.

![Screenshot: The Action Plans list page with the Export button highlighted, showing the filter options applied above the list of action plan records](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-4ebdaf9de4ee887edd2c189bb4de6eff83fdec08%2Faction-plan-add-button.png?alt=media)

{% hint style="info" %}
**TIP:** Apply filters before exporting to limit the results to a specific reporting period, status, or program area. Large exports are processed in the background and you will receive an email when the file is ready to download.
{% endhint %}

## Workbook Structure

The export workbook contains the following worksheets. Data can be linked across worksheets using the **plan\_id** column.

* **Codebook** — Describes each column in the workbook and provides notes about the exported data.
* **Action Plan Data** — One row per action plan with fields including title, reporting periods, organization, unit, level, program areas, situation assessment details, status, and timestamps.
* **Collaborators** — One row per collaborator per action plan, including the user's name, access level, contributor status, and contribution description.
* **Outcome Indicators** — One row per outcome indicator, including the outcome term and text, the indicator text, linked survey question, and denominator. Rows are sorted by action plan and then by outcome term.
* **CRM Partners** — One row per partner linked from the Partners module, including the partner name, contributions, and linked partner ID. This worksheet is included when your organization uses the Partners module and the exported action plans have linked partners.