---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Export financials as Excel or CSV file

# Export financials as Excel or CSV file {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Export the costs or baseline comparison data of your planning items to easily share them with your stakeholders.

## Before you begin

Role required: sn_align_ws.spw_financial_user

## Procedure

1. Navigate to WorkspacesPortfolio Planning Workspace and select a planning item.
2. Select the Financials tab.
3. Select the Export option (![Downward facing arrow indicating download option.]()).
4. In the Export side panel, select Excel or CSV from the File type list and select the Export button (![Export button.]()).  
   The financials data is download as an Excel or CSV file with name_fin_mmddyy naming convention. The breakdown of the naming convention:
   1. name - fetches the first 10 characters from the name of the planning item.
   2. fin - denotes that the file has financial data.
   3. mmddyy - system date format when you're exporting this data.

   {#export-financials-pp__ol_gfs_zl4_c1c}For example, if you're downloading financials data for a planning item named Documentation on January 26, 2024, then the file name reads documentat_fin_012624.  
   Note:  
   You can export financials data from Cost view and Baselines comparison view.

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