Export a prospects’s political donation information

1. From the prospect's Wealth and Ratings screen, select the Giving tab.

2. Expand the Political donations section.

3. For organizations and households, select Political donation in the Wealth summary section of the Wealth and Ratings screen.

4. From the menu bar in the section, select the drop-down arrow next to the Export icon .

5. The drop-down menu allows you to export the content to a CSV or XLSX format. Select your format.

6. At the bottom of the page, a message box appears. From here, you can:

   • Open the export file and review the content before saving

   • Save the export file to a location you select

   • Cancel the export process

7. If you save the export file, a new message box appears, allowing you to:

   • Open the export file

   • Open the folder in which the export file was saved

   • View all downloads