> ## Documentation Index
> Fetch the complete documentation index at: https://flowi.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Exports

> Export selected leads to CSV with research answers, optional explanations, and per‑column transforms.

## Overview

Export selected leads to CSV based on your current view and column order. Include research answers, optionally add explanation columns, and apply lightweight transforms before download. A live preview shows exactly what will be exported.

## How exporting works

* **Selection-based**: Exports only the leads you have selected in the grid. If nothing is selected, the dialog shows a message and disables download.
* **Current view**: Uses your visible columns and custom order, matching what you see in the grid.
* **Tabs**: Works from Companies or People tabs; relationship columns adapt accordingly.
* **Preview-first**: See a live preview of the CSV and which columns are transformed before downloading.
* **Explanations toggle**: Optionally add an explanation column for each research question.

## Columns included

* **Lead Name**: The primary display name for the row (company or person).
* **Default fields**: Address, website, phone, email, LinkedIn, created at, etc. Only columns visible in your view are exported.
* **Special columns**: Relationship columns (e.g., People on Companies tab; Companies on People tab) export as comma‑separated values.
* **Research answers**: Each selected research question becomes a column with the final displayed answer.
* **Explanations (optional)**: Toggle Include explanations to add a companion column for each research question with the model’s reasoning. Headers use the question label plus “\_explanation”.
* **Cross‑tab research**: If you include research questions from the opposite tab, those answers export too with clear labels.

## Transform columns (optional)

Before downloading, you can apply lightweight transformations to exported values:

* **Per‑column prompts**: Enter a short instruction per column (e.g., "Summarize in 10 words", "Convert to uppercase").
* **Apply per column**: Click Apply Transform for each column you want to change.
* **Caching**: Previously computed transforms may be reused for identical values to speed things up.
* **Non‑destructive**: Transforms affect only the export file; your underlying data remains unchanged.

## File format and naming

* **Format**: CSV (UTF‑8) with a header row.
* **Escaping**: Quotes and newlines in answers are normalized to keep CSV structure intact.
* **Filename**: `leads_YYYY-MM-DD.csv` by default.

## Steps to export

<Steps>
  <Step title="Select leads in the grid">
    Use the checkboxes or multi‑select to choose companies or people to export.
  </Step>

  <Step title="Open the export dialog">
    Right‑click and choose "Download N leads (CSV)".
  </Step>

  <Step title="Configure options and transforms">
    Toggle Include explanations if you want reasoning columns. Optionally add per‑column transform prompts and click Apply Transform for each column.
  </Step>

  <Step title="Review and download">
    Confirm the preview looks right (column order, transformed values), then click Download CSV.

    <Check>
      The file name is `leads_YYYY-MM-DD.csv`, columns match your view order, and the row count equals your selection.
    </Check>
  </Step>
</Steps>

## Notes and limitations

* Export currently reflects only selected leads; bulk export of an entire filtered view requires selecting those rows first.
* If a research question has no final answer, the cell will be empty.
* Explanation columns are only added when the toggle is enabled at export time.
* Transforms apply to the exported file only; they do not update grid data.