---
title: How to Export Deals
description: Navigate to your Deal Tracker homepage and click "Create Export" Your export will be sent to your email. Please note, custom fields will not show up in this export. This is because they are specific
---
[Skip to content](https://help.occupier.com/knowledge/how-to-export-deals#main-content)
English
Show submenu for translations
[Customer portal](https://help.occupier.com/tickets-view?hsLang=en)
![H-Teal (1).svg\]](https://help.occupier.com/hubfs/H-Teal%20(1).svg)
- [Tickets](https://3455891.hs-sites.com/tickets-view)
- [Sign out](https://3455891.hs-sites.com/_hcms/mem/logout)
Open main navigation
Close main navigation
- [Tickets](https://3455891.hs-sites.com/tickets-view)
- [Sign out](https://3455891.hs-sites.com/_hcms/mem/logout)
- English
Show submenu for translations
- [Customer portal](https://help.occupier.com/tickets-view)
Hi there! How can we help?
- There are no suggestions because the search field is empty.
1. [Help Center](https://help.occupier.com/knowledge?hsLang=en)
2. [Broker Deals CRM](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en)
3. [Broker Deal Exports](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#broker-deal-exports)
# How to Export Deals
Navigate to your Deal Tracker homepage and click "Create Export"
Your export will be sent to your email. Please note, custom fields will not show up in this export. This is because they are specific to each client. If you'd like to export custom fields, navigate to the "Clients" tab as shown below.
From here, click on the client's name
Then click "Create Export". This export will include all of your client's custom fields.
- [Getting Started](https://help.occupier.com/knowledge/getting-started?hsLang=en#main-content)
- [The Basics](https://help.occupier.com/knowledge/getting-started?hsLang=en#the-basics)
- [Occupier Onboarding & Abstraction](https://help.occupier.com/knowledge/getting-started?hsLang=en#occupier-onboarding-abstraction)
- [User & Team Management](https://help.occupier.com/knowledge/getting-started?hsLang=en#user-team-management)
- [Email & Notification Management](https://help.occupier.com/knowledge/getting-started?hsLang=en#email-notification-management)
- [Custom Data Management](https://help.occupier.com/knowledge/getting-started?hsLang=en#custom-data-management)
- [Lease Administration](https://help.occupier.com/knowledge/lease-administration?hsLang=en#main-content)
- [Equipment Leases](https://help.occupier.com/knowledge/lease-administration?hsLang=en#equipment-leases)
- [Change History Log](https://help.occupier.com/knowledge/lease-administration?hsLang=en#change-history-log)
- [Clauses](https://help.occupier.com/knowledge/lease-administration?hsLang=en#clauses)
- [Document Storage](https://help.occupier.com/knowledge/lease-administration?hsLang=en#document-storage)
- [Financials](https://help.occupier.com/knowledge/lease-administration?hsLang=en#financials)
- [Creating & Editing a Lease](https://help.occupier.com/knowledge/lease-administration?hsLang=en#creating-editing-a-lease)
- [Critical Dates](https://help.occupier.com/knowledge/lease-administration?hsLang=en#critical-dates)
- [Lease Column Configurations](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-column-configurations)
- [Custom Fields](https://help.occupier.com/knowledge/lease-administration?hsLang=en#custom-fields)
- [Contacts](https://help.occupier.com/knowledge/lease-administration?hsLang=en#contacts)
- [Filtering](https://help.occupier.com/knowledge/lease-administration?hsLang=en#filtering)
- [Assets](https://help.occupier.com/knowledge/lease-administration?hsLang=en#assets)
- [Lease Data Exports](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-data-exports)
- [Occupier Analytics Dashboard](https://help.occupier.com/knowledge/lease-administration?hsLang=en#occupier-analytics-dashboard)
- [Customizing Data Categories](https://help.occupier.com/knowledge/lease-administration?hsLang=en#customizing-data-categories)
- [Lease Admin Overview](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-admin-overview)
- [Column Configuration & Filtering](https://help.occupier.com/knowledge/lease-administration?hsLang=en#column-configuration-filtering)
- [Tasks & Commenting](https://help.occupier.com/knowledge/lease-administration?hsLang=en#tasks-commenting)
- [Lease Payables](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-payables)
- [Lease Data Imports](https://help.occupier.com/knowledge/lease-administration?hsLang=en#lease-data-imports)
- [Percentage Rent](https://help.occupier.com/knowledge/lease-administration?hsLang=en#percentage-rent)
- [Lease Accounting](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#main-content)
- [Understanding ASC 842, IFRS16, GASB87 and FRS102](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#understanding-asc-842-ifrs16-gasb87-and-frs102)
- [Account Set-up](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#account-set-up)
- [FX Rates](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#fx-rates)
- [Recognizing a Lease](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#recognizing-a-lease)
- [Impairing a Lease](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#impairing-a-lease)
- [Lease Modifications](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#lease-modifications)
- [Lease Accounting Reporting](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#lease-accounting-reporting)
- [Importing Data Into Accounting](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#importing-data-into-accounting)
- [Allocations](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#allocations)
- [Close Books Process](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#close-books-process)
- [NetSuite Journal Entry Integrations](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#netsuite-journal-entry-integrations)
- [Transaction Management](https://help.occupier.com/knowledge/transaction-management?hsLang=en#main-content)
- [Task Templates](https://help.occupier.com/knowledge/transaction-management?hsLang=en#task-templates)
- [Filtering](https://help.occupier.com/knowledge/transaction-management?hsLang=en#filtering)
- [Custom Categories](https://help.occupier.com/knowledge/transaction-management?hsLang=en#custom-categories)
- [Deal Column Configurations](https://help.occupier.com/knowledge/transaction-management?hsLang=en#deal-column-configurations)
- [Documents](https://help.occupier.com/knowledge/transaction-management?hsLang=en#documents)
- [Comps](https://help.occupier.com/knowledge/transaction-management?hsLang=en#comps)
- [Deal Stages](https://help.occupier.com/knowledge/transaction-management?hsLang=en#deal-stages)
- [Creating & Editing a Deal](https://help.occupier.com/knowledge/transaction-management?hsLang=en#creating-editing-a-deal)
- [Site Selection](https://help.occupier.com/knowledge/transaction-management?hsLang=en#site-selection)
- [Broker Deals CRM](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#main-content)
- [Custom Deal Stages](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#custom-deal-stages)
- [Custom Fields](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#custom-fields)
- [Broker Deal Exports](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#broker-deal-exports)
- [Broker Digest emails](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#broker-digest-emails)
- [Critical Date Columns](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#critical-date-columns)
- [Creating & Editing a Deal](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#creating-editing-a-deal)
- [Comps](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#comps)
- [Site Selection](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#site-selection)
- [Broker Deal Teams](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#broker-deal-teams)
- [Negotiations & Proposals](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#negotiations-proposals)
- [Clients Tab](https://help.occupier.com/knowledge/broker-deals-crm?hsLang=en#clients-tab)
- [Monthly Release Notes](https://help.occupier.com/knowledge/monthly-release-notes?hsLang=en#main-content)
- [2025 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes?hsLang=en#2025-product-release-notes)
- [2024 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes?hsLang=en#2024-product-release-notes)
- [2026 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes?hsLang=en#2026-product-release-notes)
[](https://www.occupier.com)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2026, Occupier