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Workspace Spreadsheet — your CRM data as a live grid
Create reusable export templates that pull data from any CRM entity into a live spreadsheet grid. Formerly known as the Export Builder. Includes custom field columns, CSV import, joined columns, filters (unified four-operator vocabulary for all reference fields, Tags picker from workspace palette), saved views, per-view sort, column totals, Refresh button, relative date filters, and API access.
The Workspace Spreadsheet (formerly known as the Export Builder) lets you create saved, reusable spreadsheet templates — pulling data from any root entity (Opportunity, Contact, Account, or Work Order) and combining columns from related records into a single flat file or live grid. Run it on demand, reuse it for monthly reporting, or trigger it via the API.
If you were looking for the Export Builder, you are in the right place. The feature has been renamed Workspace Spreadsheet to reflect that it now opens as a live, editable grid — not just a file download. Your existing templates and exports are unchanged.
Quick export — just want the current page as a CSV?
Any list view in TrustPager (Opportunities, Contacts, Accounts, Tasks, and more) has a small Download icon in the toolbar. Click it to export the records on the visible page to CSV. A recent fix corrected three issues: values from dropdown fields now show the correct text, boolean fields no longer print false incorrectly, and the file now includes a UTF-8 BOM so it opens cleanly in Excel. For full-dataset exports, joined columns, saved configs, or reproducible monthly reports, use the Workspace Spreadsheet below.
What you can build
The main draw of the Workspace Spreadsheet is joined columns. You are not limited to fields from one entity — you can combine them across related records on a single row:
- Opportunity name, value, stage, pipeline, lead source, and custom fields
- Primary contact phone and email on the same opportunity row
- Account (company) name alongside the opportunity
- All linked contacts, one row per contact, using the explode relation mode
Open the Workspace Spreadsheet
Your template library is at https://app.trustpager.com/operations/spreadsheets. Each template is a saved configuration you can re-run at any time.
Create a template
At https://app.trustpager.com/operations/spreadsheets, click New Template and work through the canvas:
- Name the template (e.g. "Monthly Won Opportunities").
- Choose a Root entity — Opportunity, Contact, Account, or Work Order. Each output row represents one root record.
- Add columns. Each column maps to a field on the root entity or a related record. For related records, set a relation mode:
- Primary — use the primary relation only (e.g. primary contact phone)
- First N — pull the first N related records as separate columns
- All comma-joined — list all related values in one cell, comma-separated
- Explode — produce one output row per related record (useful for full contact lists)
- Add filters using the Filters button in the canvas toolbar. All reference fields (custom fields, lead source, pipeline, stage, assigned user, and Tags) support a unified four-operator vocabulary: is, is not, is one of, and is none of. Multi-select is on by default — click any option in the dropdown to toggle it. You can select several values at once without holding a modifier key. See the Filters section below for the full operator reference.
- Output format (XLSX or CSV) is no longer set on the template — you choose it when you click Export. UTF-8 BOM is always on for CSV (so Excel opens it cleanly), and for exports above roughly 50,000 rows you will want CSV — XLSX gets slow to encode at that size.
- Set a filename pattern using tokens:
{name}inserts the template name,{YYYY-MM-DD}inserts today date.
The canvas shows a live preview of the first 10 rows as you build. Changes auto-save — there is no save button.
Custom field columns
The column picker includes your workspace's custom fields alongside standard fields. Custom field columns behave exactly like standard columns throughout the spreadsheet:
- Auto-populated per record. When you run or preview the spreadsheet, each custom field column fills with the value stored on that record — no extra configuration needed.
- Full filter support. All custom field types support the same four-operator filter vocabulary as standard fields (is / is not / is one of / is none of). Date and date-time custom fields support the same date-range and between filters as standard date columns.
- Footer totals. You can set Sum, Average, or Count on any custom field column the same way you would on a standard column. Sum and Average apply to numeric custom fields; Count works on all custom field types.
- Contact and company custom fields. When the spreadsheet is sourced from a Contact or Account (company) root entity, the column picker also includes the custom fields defined for that object under https://app.trustpager.com/settings/crm.
Configuring a column
Every column header in the spreadsheet editor shows a Bolt icon on its right side, next to the type badge. Click it to open the Column settings panel in the sidebar — this replaces the default "Add columns" form for as long as you are in that column's settings.
The Column settings panel lets you:
- Rename the column — edit the column name inline at the top of the panel.
- Change the type — use the type picker to switch between Text, Number, Date, Dropdown, and so on.
- Add a description — an optional note visible to team members working with the grid.
- Configure options (Dropdown columns only) — the Options list shows each dropdown value with a colour swatch next to it. Click a swatch to open the colour palette and assign one of 11 colours: slate, red, orange, amber, yellow, green, teal, blue, indigo, purple, or pink. The chosen colour renders as a chip directly in the grid cell, so status values stand out at a glance.
- Set a totals aggregate — choose Sum, Average, Count, or No total for the column footer row.
- Archive the column — the Archive button sits at the footer of the panel. Archiving removes the column from the active grid without permanently deleting its data.
To return to the main sidebar, click ← Back to columns at the top of the Column settings panel.
Column totals
Every column in the spreadsheet has a Σ TOTAL cell directly under its header. Click any cell to set a total for that column — a small picker offers four options:
- No total — hide the total for this column (default)
- Σ Sum — add all values in the column
- Ø Average — average all values in the column
- # Count — count non-empty rows
Pick one and the result computes live. Sum and Average work on any column whose values are numeric — including currency-formatted columns, plain number columns, and numeric custom field columns. Columns with non-numeric values show — for Sum and Average; Count works on every aggregatable column. Results are formatted in Australian locale with thousand separators and two decimal places — for example, 479,236.47.
To remove a total, click the cell again and pick No total.
Saved views
Each Workspace Spreadsheet template supports multiple saved views. A view holds its own set of filters — so you can keep "All Opportunities" and "Won — This Quarter" as two views on the same template without duplicating the column setup.
Views appear as tabs across the top of the spreadsheet. Click any tab to switch. The URL updates to reflect the active view:
https://app.trustpager.com/operations/spreadsheets/<template-id>?view=<view-id>
You can bookmark or share that URL and it will land directly on the right view. When you open a template with no ?view param, it redirects automatically to the most recently updated view.
Filter changes on a view auto-save — the same way columns do. There is no save button. Templates that were created before views were introduced get a single "Default view" created automatically, so nothing changes for existing users unless they choose to add more.
To add a view, click the + button next to the view tabs and give it a name. To rename or delete a view, right-click its tab.
Sorting per view
Each saved view has its own Sort, independent of every other view on the same template. Click the Sort button in the canvas sub-header to configure up to three sort keys for the active view — each key is a column and a direction (ascending or descending). The sub-header also contains a small Refresh icon that forces a fresh server fetch of the preview data; it spins while the data is loading. Sort is stored per view and applied to both the live preview and the export output for that view. One view might sort by Stage ascending, another by Opportunity Value descending — they coexist on the same template without interfering.
Sort falls back to created_at DESC when no sort is configured for a view.
Filters
The Filters button in the canvas toolbar opens the filter-builder panel. All reference fields — custom fields, lead source, pipeline, stage, assigned user, and Tags — use a unified four-operator vocabulary:
- is — match a single value exactly
- is not — exclude a single value
- is one of — match any of the selected values (OR logic)
- is none of — exclude all of the selected values
Multi-select is on by default in every value dropdown — click any option to toggle it without holding a modifier key. You can select several values in one gesture before closing the dropdown.
Tags filters have one additional difference: the value dropdown shows your workspace's tag palette (the same colour-coded list you see in the tag picker on an opportunity), and only the is one of and is none of operators are available for Tags. Single-value "is" / "is not" are not shown for Tags because multi-select is the natural way to work with them.
Filters are per-view — each saved view holds its own filter set and they auto-save as you change them.
Relative date filters
Any date filter (Created At, a date custom field such as Settlement Date, and so on) can use a relative condition instead of fixed dates. Pick in the period as the condition, then choose a preset: This month, Last month, This quarter, Last quarter, This or Last calendar year, This or Last financial year (July to June), Today, Yesterday, this or last week, or the last and next 7, 30, or 90 days.
A relative filter re-evaluates every time the spreadsheet loads, so one saved view stays current on its own. For example, a "Current Month Settlements" view filtered to Settlement Date in This month always shows this month's records and rolls into the next month automatically, with no new view to build each month. Pair it with a "Last Month" view to keep the month just closed in sight for reconciliation.
Invoice filters (deposit and balance)
When the root entity is Opportunity, the filter picker includes an Invoices group with three yes/no filters derived from each opportunity's invoices. Use them to build payment-chasing views without opening every opportunity:
- Deposit paid: the opportunity has at least one deposit invoice marked Paid.
- Final balance outstanding: the final balance has not been settled (no paid balance invoice and no paid full-payment invoice), whether or not a balance invoice has been raised yet.
- Has unpaid invoice: the opportunity has at least one invoice that is raised and still owing (not paid, not void).
These read the invoice's portion label (Deposit / Final Balance / Full Payment), falling back to the invoice reference text when the portion is not set, so older imported invoices are still classified correctly. Set or correct an invoice's portion by opening it from the opportunity's Invoices card and choosing Full Payment, Deposit, or Final Balance, then Save Changes.
Two ready-made views to copy:
- Final Balance Outstanding (the second-payment chase list): combine Deposit paid is Yes with Final balance outstanding is Yes, optionally scoped to your fulfilment pipelines.
- Outstanding Payments (everyone with money owing on a raised invoice): Has unpaid invoice is Yes.
Import data via CSV
Workspace Spreadsheets support CSV import. From any spreadsheet at https://app.trustpager.com/operations/spreadsheets, click the Import button (to the left of the Columns tab) and follow the wizard — the same step-by-step flow used for pipeline imports. Map your CSV columns to spreadsheet columns, preview the rows, and confirm.
Run an export
From https://app.trustpager.com/operations/spreadsheets, open any template and click Export in the top bar. A small picker opens — choose Excel (XLSX) or CSV. Excel preserves dates and numbers exactly; CSV is best when you are piping into another tool. Exports can return up to 250,000 rows. If your export hits the limit, a toast will read: Exported N rows (truncated at 250,000 — narrow filters to get the rest).
For AI agents and developers
The Workspace Spreadsheet is fully accessible via the REST API and MCP.
REST API endpoints:
GET /api/v1/exports/templates— list templatesGET /api/v1/exports/templates/:id— get a templatePOST /api/v1/exports/templates— create a templatePATCH /api/v1/exports/templates/:id— update a templateDELETE /api/v1/exports/templates/:id— delete a templatePOST /api/v1/exports/templates/:id/preview— preview first 10 rowsPOST /api/v1/exports/templates/:id/run— run and download the export
MCP tools: list_export_templates, get_export_template, create_export_template, update_export_template, delete_export_template, preview_export_template, run_export_template.
Legacy note: The GET /api/v1/crm/export?type=... endpoint still works for existing integrations during this release cycle, but new integrations should use POST /api/v1/exports/templates/:id/run.
For Standalone Spreadsheets — spreadsheets you create from scratch, attach to opportunities, or populate via a client form — see https://trustpager.com/help-center/standalone-spreadsheets.
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