Exports Tab

To access Exports Tab: 

1. Click the “Reports” tab in the Navigation Bar.
2. At the top of the page are tabs for each of the different report pages. Click on the  “Exports” tab

To create an Export:

1. Click “Create New” and choose between Companies, People, Deals, History or Activity depending on what type of Export you are interested in running
2. Name your Export and add a description that will help you understand what that Export contains
3. Customize your Export to pull the data you want by clicking into “Select Fields”
   • You can select the fields you need to be pulled into your Export by clicking the checkboxes and excluding the fields you do not want
     
     
4. Apply any necessary Filters so that your export is tailored to your specific needs
   • For example, if you want to create a Export on the Deal sizes of your top clients, you could create a Deal Export and add a Filter for your “Tier A” group
5. After you have selected your fields and applied Filters, click “Save” and your detailed Export has been successfully created.

You can edit the fields, name, and object type of an existing export from the export page. 

To edit Exports:

1. Click on the "Export Name" 
2. Click “Select Fields” and check off any additional fields you want to add or deselect existing fields
3. Click "Save" to save your changes

To rename Exports:

1. Click on the "Export Name"
2. Change the name under "Title"
3. Click "Save" to save your changes 

To change the description of Exports:

1. Click on the "Export Name"
2. Change the description under "Description"
3. Click "Save" to save your changes 

To change the Filters:

1. Click on the "Export Name"
2. Select the "Filter" button
3. Adjust the Filters accordingly 
4. Click "Apply Filters"

To learn more about using Filters and all of the Filter types, refer to the Filters article.

To delete an Exports:

1. Check the box to the left of "Export Name"
2. Click the "Delete" link in the top right corner of the page