How to Download the list of Contacts?
There are two (2) different methods for downloading a list of Contacts.
1. You may use the Reports section or
2. use the Manage screen filters.
1. You may use the Reports section or
2. use the Manage screen filters.
Downloading Contacts from the Report section
- From Admin Dashboard
- Click Contacts from left-side menu
- Click the Download button from top of screen
- Click the Contacts tab
- Click the Go button beside the group of contacts you wish to Download a report for
- Select the Download Excel button.
If downloading a report of All Contacts
- From Admin Dashboard
- Click Contacts from left-side menu
- Click the Download button above the grid
- Check off the fields you wish you include in your download
- Select the Download Report button at bottom.
- You may name the report, and the same report will be saved for future use/download.
** TIP: You can quickly check or uncheck all fields at the top of the contact field list.
If downloading a report of All Contacts by Group
- From Admin Dashboard
- Click Contacts from left-side menu
- Click the Download button from top of screen
- From the Favorites tab, click the Go button beside All Contacts by Group
- Select the group of contacts you wish to download (to choose multiple options, hold the CTRL key and click on the options)
- Click Advance
- Select the report version you like to download.
- You may name the report, and the same report will be saved for future use/download.
If downloading a report by Filtering all Contacts by Field
- Choose the field you wish to filter by and include the word or keyword you wish to filter for.
- TIP: If you enter multiple words, separate each word by a space
Downloading Contacts using the Manage screen filters
- Click Dashboard
- Click the module you wish to use, e.g. Speaker
- If applicable, click the Manage button
NOTE: If you select the Contacts module, there is no Manage button, skip to step 4 - Select from the available on-screen filters and select your search criteria
- Click the Download button on the right
- Select the contact fields to be included in the download.
- Scroll down and click the Download Report button
EXAMPLES:
Obtain a list of admins = use the Contacts module and select the System Admin group from the Non-Member Contact group filter
Obtain a list of members = use the Contacts Module and select the groups under the Filter by Member Contact group filter and set the current or expiration dates, if applicable.
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