Exporting a List to an Excel File
Modified on: Thu, 1 Dec, 2022 at 6:53 PM
1. Click on My Lists from the Influencers tab on the main system navigation toolbar. | |
2. Click on Contact or Outlet based on the type of list for which you are looking. | |
3. Click on the Contact or Outlet List for which you would like to run a report | |
4. Place a checkmark in the box above the list to export all list members. | |
5. Otherwise, place check marks by only the members of the list that you would like to include in the export. | |
6. Click the Download button and select Export. |
1. Use the Export menu that appears to determine what fields of information you would like to include in the export. Un-check any fields you would like to exclude from the report. | |
2. Drag and drop the fields to reorder them according to your preference | |
3. You can uncheck all of the fields using the Deselect All option at the bottom of the menu and then re-check those fields of information that you want to include in the export | |
4. To save your choices as a template or access a previously created template of choices, click the Enable Template toggle. | |
5. Use the drop-down menu to select a previously saved template or create a new template | |
6. Click the Export button |
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