Export a prospect research report to an outside application

  1. Run the Prospect Research Report.

  2. At the top of the report page, click the drop-down menu next to the Export icon.

  3. Select the export option. For example, you can select "CVS" if you want to export to Excel or Acrobat (PDF) file.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Prospect Research Report > Export Prospect Research Report

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.

Blackbaud, Inc. | 2000 Daniel Island Dr. | Charleston, SC 29492