How to Export Records

Modified on Wed, Aug 14 at 2:21 PM

Export all records in the current view you have open on the Portal.  Records will be exported to a .csv file, and will include all fields collected/associated with the record.


Instructions on how to export records from the Portal


Step 1: Login to the portal, go to Leads > Ready Now Leads   or Leads > Volunteer Leads


Step 2: Select the table view of leads you are wanting to export (utilizing table dropdown carrots, filters, sorts, etc.)



Step 3: Click the word “Export” to the top right of the table.


The table view and associated fields from those records will begin downloaded to a .csv file to your computer.  Look for it in your downloads folder or the folder you selected to save it to. 






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