🎯 Goal
Export your Work in Progress, as a spreadsheet or document, for team reviews, board packs, monthly reporting, or sharing with colleagues who don't have Kato access.
❓ Why
A live WIP view in Kato is brilliant for your day-to-day, but there are moments when an offline snapshot is what you need, a monthly leadership review, a client-facing pipeline summary, or an email to a colleague who doesn't live in the system.
🔍 Overview
Filter your WIP to the cohort you want, then export as a spreadsheet (CSV / Excel) or a formatted document. Kato exports what's in your current view, so get the filters right first.
📊 Step-by-step
Open your Work in Progress view
Click the download button
Apply filters to get the cohort you want (team / region / stage / time frame).
Choose the format:
Spreadsheet (CSV / Excel) — for analysis, pivot, and offline review
Document — for a formatted summary you can share or print
Download.
✅ You've done it when…
You have the WIP export saved locally — a point-in-time snapshot ready for offline review or sharing.
💡 Common mistakes & pro tips
Filter first, export second. "Team WIP" with 400 rows isn't a report, it's wallpaper.
Useful exports to run regularly: "Monthly board pack, all Signed/Lawyers stage", "Team WIP with last-update column for Friday review", "My active deals for client sync".
Exports are snapshots, not live data. A week-old WIP export is already stale.
Name the file sensibly before emailing. "WIP_Sept2025_Team_Leasing.xlsx" beats "export (3).xlsx".
For client-facing pipeline summaries, consider Kato's Interest Schedule or Reporting features instead of a raw WIP export, they're formatted for clients.
💬 Need Help?
📞 0203 772 8898