EXPORT DATA TO EXCEL · 2019. 3. 25. · EXPORT DATA TO EXCEL 1 1. Click to select the record type...

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EXPORT DATA TO EXCEL 1 1. Click to select the record type you want to search for. 2. Enter any search criteria and search for the records. 3. Click to display the grid view. 4. Click Options.

Transcript of EXPORT DATA TO EXCEL · 2019. 3. 25. · EXPORT DATA TO EXCEL 1 1. Click to select the record type...

Page 1: EXPORT DATA TO EXCEL · 2019. 3. 25. · EXPORT DATA TO EXCEL 1 1. Click to select the record type you want to search for. 2. Enter any search criteria and search for the records.

EXPORT DATA TO EXCEL

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1. Click to select the record type you want to search for.

2. Enter any search criteria and search for the records.

3. Click to display the grid view.

4. Click Options.

Page 2: EXPORT DATA TO EXCEL · 2019. 3. 25. · EXPORT DATA TO EXCEL 1 1. Click to select the record type you want to search for. 2. Enter any search criteria and search for the records.

EXPORT DATA TO EXCEL

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5. Click to Select any additional fields you want to export.

6. Click the Plus sign.

7. We selected Email and Phone Number.

Page 3: EXPORT DATA TO EXCEL · 2019. 3. 25. · EXPORT DATA TO EXCEL 1 1. Click to select the record type you want to search for. 2. Enter any search criteria and search for the records.

EXPORT DATA TO EXCEL

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8. Click to Save. Those columns will be added to your search results.

9. Select the records you wish to export.

10. Click the Export icon.

Page 4: EXPORT DATA TO EXCEL · 2019. 3. 25. · EXPORT DATA TO EXCEL 1 1. Click to select the record type you want to search for. 2. Enter any search criteria and search for the records.

EXPORT DATA TO EXCEL

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11. Your data is exported to a new Excel document. Click to open it.

12. Here's the exported results.