Export promotions applied

Export the exact Personal Pricing record set shown in your current list when you need a file for analysis, reconciliation, or downstream processing. Personal Pricing exports use the filters already applied on the page, so you can export all records or only the subset you have scoped first.
Expected result
- You can open the Personal Pricing export task form from a Personal Pricing list.
- You can choose the export format and timing for the export.
- The export becomes available from the Exports section after the task is processed.
Export promotions applied in Console
- Open All Personal Pricing or another Personal Pricing list that already matches the records you want to export.
- Apply any Personal Pricing filters you want to include in the export.
- Click Export.
- In Create a personal pricing export task, choose the Format you want to use: CSV or JSON.
- Review the Title and change it if needed.
- In Timing, choose when the export should run. You can use Run now, Run once, at a specific time, Run daily, Run weekly, or Run monthly.
- Click Create export task.
- Open the Exports section and download the finished export when it is ready.
If something looks different
- If the export includes too many or too few rows, return to the Personal Pricing list and review the active filters before you create the export task.
- If the export is not available immediately, open Exports and wait for the task to finish processing.
- If you need a recurring export, choose one of the scheduled timing options in Timing instead of Run now.