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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article