Exporting information from list views

When you need to export basic information it may be possible to do this by creating personal list views with the information you need to export.

Note: You can only add up to 30 columns to a list view

This information can then be exported to an Excel file.

Your information could be added to reports or opened in Excel for further manipulation and creation of charts.

See this article for instructions on how to create a Personal List View or you may use one of the System List Views.

Ensure the 'Enable Export' option is selected if you have created your own view.

Step 1: Select the list view with the information you need from Applications, Activities, Organisations or Contacts

Step 2: Select any additional filters or advanced search parameters to refine the list.

Step 3: Select the Export List View icon and your file will automatically be downloaded.