How to export submissions to Excel
Ticketclosed
Fenmoor Specialty Underwriting: documents · How to export submissions to Excel
Callum Reid asked how to export the submissions view from the brain to Excel with headers and line items preserved. Bethan Lister provided the process: use the Download button in the results table, select Excel format, and filter before export if needed. Callum confirmed it worked.
What happened
What this says
Current to 10 Oct 26Callum Reid asked how to export the submissions view from the brain to Excel with headers and line items preserved. Bethan Lister provided the process: use the Download button in the results table, select Excel format, and filter before export if needed. Callum confirmed it worked.
Problem: Callum needed to export underwriting submissions data to Excel for capacity-provider submissions, with filtering capability.
Handling: Bethan provided clear instructions on using the Download button and pre-filtering the results. Callum successfully applied the workflow and confirmed the export met his requirements.
Watch: Straightforward feature adoption with no escalation needed. This signals the customer understands basic data export workflows.
Details
Updated 9 Oct 26Trail
created · Callum Reid 1 Jul 2025 15:12Can I export the submissions bordereau from the brain to Excel? My underwriting team needs to work with the data offline for the capacity-provider submissions – format needs to preserve all the headers and line items so they can sort and filter in Excel. What's the process, and is there a way to filter the export before I download it?- public_reply · Bethan Lister 1 Jul 2025 18:25Thanks, Callum. You can export the submissions view to Excel – it's straightforward. Open the submissions page in the brain, then look for the Download button (down arrow) in the top right of the results table. Click it, choose Excel format, and the file will download with all the columns and headers from your current view. If you want to filter before exporting, you can use the filters on the submissions page first – the export will include only the filtered rows. Give that a try and let me know how you get on. Cheers, Bethan
- public_reply · Callum Reid 2 Jul 2025 16:10Perfect. That works. Got the spreadsheet with everything my team needs – filtered it down to just the Q3 submissions before exporting. This is exactly what we needed for the capacity-provider pack. Thanks.
- status_change · 7 Jul 2025 23:59