BankProspector - Exporting Data

Exports

Almost everything in BankProspector can be exported to CSV. This means you can take your data into Excel, Google Sheets, your CRM, or any other tool you use.

What Can You Export?

• Bank search results
• Watchlist data
• Contact lists
• Notes
• Reminders
• Tagged banks
• Historical data for individual banks

How to Export

Look for the download or export icon wherever you see a list or table in BankProspector. Search results, watchlists, and contact lists all have export options.

Recent Exports on the Dashboard

Your Dashboard shows a Recent Exports section where you can see your latest CSV downloads with file details and re-download them. Each export shows the type, number of records, file size, and when it was generated.