Step 1: Access the Data Manager
Click the hamburger menu (☰) in the top left-hand corner of your ProLine dashboard.
From the menu, select Data Manager, this is the first option listed.
The Data Manager will open in a new browser tab.
Select Orgs by default, which is the second tab at the top.
Step 2: Apply Filters
Use the available filters to narrow your search parameters and display only the relevant organizations.
Org Type – Filter organizations by their classification or category.
Org Stage – View organizations based on their stage in your process or pipeline.
Sorting Direction – Choose whether the list is displayed A–Z or Z–A.
This step helps ensure that your exported file contains exactly the data you need.
Organization Actions
To the right of each organization’s name, you’ll find three action icons:
Building: Expands the organization details, showing more information at a glance.
Bullseye: Displays all activities associated with that organization.
Box Stack: Shows all projects connected to that organization.
These tools make it easy to drill down into details without navigating away from the Orgs list.