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Navigation: CONTACTS > REPORTS/EXPORT TO EXCEL

Save Viewed Field Information

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When you save a Viewed report you can use the Load feature to rerun the search and the report. If there are any contacts that meet the criteria of the search they will be included in the report.

1.Click on the Save button.

2.Enter a Title and a Description.

3.Click in the Only You radio button if the report is only for your use.

4.Click Save.

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Export to Another Format

1.Click on the New Page with the Save icon drop down and select the format required.

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2.Make any changes, click OK.

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3.Locate a folder and Enter a File Name, click Save.

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4.Click Yes to open.

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5.Edit, save and print the report as necessary.

6.Close the View by clicking in the top right corner.

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