Export financials as Excel or CSV file

---
title: Export financials as Excel or CSV file
description: Export the costs or baseline comparison data of your planning items to easily share them with your stakeholders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/export-financials-pp.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage financials for planning items, Portfolio Planning, Strategic Portfolio Management]
---

# Export financials as Excel or CSV file

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 **Workspaces** > **Portfolio Planning Workspace** and select a planning item.

2.  Select the **Financials** tab.

3.  Select the Export option \(\[Omitted image "fin-export-option.png"\] Alt text: 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 \(\[Omitted image "fin-export-button.png"\] Alt text: 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.
    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.