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Filtering and Exporting Open RFPs

How to narrow the Open RFPs table by service, location, and client details, and export your results to Excel.

The Open RFPs table lists every active request for proposals matched to your agency. Use the filter bar to narrow the list down, and export your current view to a spreadsheet whenever you need it outside Wayfinder.

Filtering the Table

Alongside the primary filters — Service, Waiver, County, and CMA — click More Filters to filter by the individual's Age (Under 18, 18–20, 21–64, or 65+), Living Situation, or Support Level. These are especially useful if your agency only serves certain age groups or support levels.

RFPs where the case manager withheld the support level, or didn't record an age, won't match while those filters are active — an unlisted value can't be counted as a match.

Combine as many filters as you need — they all narrow the same list together. Use Reset in the filter bar to clear everything and start over.

Exporting Your Results

Click Export to download the RFPs currently shown — with your filters applied — as an Excel file. This is a good way to share a shortlist with your team or keep a record outside Wayfinder.

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