How to Export Cards to CSV

Exporting cards to CSV allows you to generate custom reports and perform external analyses in a practical way. **1st Step: Accessing the Cards Module** In the upper left side menu, click **“Cards”** to open the list of available cards. You can navigate through the pipeline tabs at the top to choose which workflow you want to export from.

**2nd Step: Exporting the Card List to CSV** 2. In the upper right corner of the Cards list, click the **"Export to CSV"** button represented by the download icon. 3. In the confirmation window, click **"Confirm"** to start the download.

**3rd Step: Downloading and Verifying the CSV File** 2. The file will be automatically downloaded to your downloads folder with a name similar to **octapipe-cards-YYYYMMDD.csv**. 3. Open the CSV in a spreadsheet editor to review the content. Among the included columns are:     • **uuid** (universal unique identifier of the card)     • **code** (card tracking code)     • **name** (card name)     • **tags** (associated tags, separated by commas)     • **sla** (configured deadline in hours)     • **last\_stage\_updated\_at** (date/time of the last stage                    movement)     • **pipeline** (pipeline name)     • **pipeline\_stage** (current stage name)     • **owner\_user** (card owner)     • **creator\_user** (user who created the card)     • **pipeline\_uuid** (unique pipeline identifier)     • **pipeline\_stage\_uuid** (unique stage identifier)     • **owner\_user\_uuid** (unique identifier of the owner)     • **creator\_user\_uuid** (unique identifier of the creator)     • **created\_at** (creation date/time)     • **updated\_at** (last edit date/time)     • **cf\_** (custom field values, if applicable) **Best Practices:** • Apply filters before exporting to reduce volume and focus on relevant data. • Check creation and update dates for accurate time-based reports. • Use an editor that preserves formatting and special characters. • Store the CSV in a secure location if it contains confidential information. • Document the meaning of **cf\_** columns (Custom Fields) to facilitate future analysis. **Conclusion:** By following these steps, you can export the card list to CSV and verify the information before using it externally. If you have any questions, contact support.