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Exporting contacts

Updated over 6 months ago

To export contacts, you'll need to create a report which can be tailored to include, or exclude certain values, or fields.

To create the report, navigate to Reporting, click the blue + New Report, when the Data Sources pop-up appears select Contacts.

The results will then show as a detailed listing including all of your organisations contact. From here you can customise the information included by adjusting the hidden fields, group data by a specific field, add filters based on a set of conditions, or sort.

Once you've tailored the information to your specific requirements, click on the blue Save Report, to input the title and confirm the report type, click Save Changes.

Once your report has been saved, the Actions button will show, allowing you additional functionality like to Download Excel.

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