Export the Sales Log

Use Sales Log exports when you need a spreadsheet copy of the current table, a broader dealership extract, or a grouped Excel file for review.

Where to find it

Open Sales Log, then choose Export from the table toolbar.

Who can use it

Exports require deal export permission.

Autopilot also checks your deal visibility and field permissions when building the file. Columns you are not allowed to export are left out by the server.

How it works

Choose columns

Use Current view to export the columns included by the active view's export settings.

Use Everything to include every permitted Sales Log column.

In Advanced column options, the Export toggle controls whether each column is included in current-view exports.

Choose rows

Use Current view to export the rows shown after the current period, channel, filters, and search.

Use Everything to export permitted dealership deals across all time.

Choose a format

Choose:

• CSV for a plain spreadsheet file.
• Excel (.xlsx) for a formatted workbook.
• Detailed Excel for a grouped workbook that keeps carry-over, main, and unscheduled sections where they are visible.

Detailed Excel uses the current visible rows.

Download

Choose Download. Autopilot generates the file and downloads it in your browser.

Important details

Current view means the table you are looking at

Current-view rows follow the filters and search on screen. Current-view columns follow the active view's export column settings.

Everything is still permission-checked

Everything does not bypass permissions. Autopilot still limits rows and columns to what your account can export.

Detailed Excel follows grouping

If your Sales Log is grouped, Detailed Excel keeps those grouped sections in the workbook.

Troubleshooting

Export is not available or fails

Ask an owner or manager to check your export permission.

A column is missing from the export

Check Advanced column options for the active view. If the column is still missing, you may not have permission to export it.