Knowledge Base Article #321234

How do I export data?

Exporting data is done from within the Report screen. For instance, click on Report and select Contacts. Appointment and Task data can also be exported in this manner.

Within the Report screen either click Find Now to find all records or perform a report that finds a specific set of information you would like to export.

Then click on Column Selection at the top of the Report screen. Click or check whatever columns you would like included in the export. All columns can be checked if needed. As you check columns, you will see them added directly to the report screen.

When the report screen contains all data you would like to export, click on Edit and Select All to highlight (or select) all records. Then simply click on File and Export and choose an Export option. Data can, for example, be exported as CSV or TXT file or even directly to Excel. Specifically, Outlook can import .CSV files.

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