Export Lists

Tip: Don't see these options? No need to worry. If all goes well based on feedback and usage, expect its wider release in a future update.

To use a list with a spreadsheet application such as Microsoft Excel or Google Sheets for analysis, offline reference, or printing, you can download its information as a comma-separated values (CSV) file.

Before you export a CSV file, select Columns on the list, choose which details to include, and select Apply changes.

When you export a list:

  • Columns with multiple types of data — such as Constituent summary or Latest gift in a constituent list — appear as multiple items in the CSV file, one for each value.

  • For a column with multiple values of the same type of data, such as Constituent code for an engaged constituent or Campaign for a split gift, its values appear grouped together — separated by semicolons — as a single item in the CSV file.

Depending on the type of list, a spreadsheet created from an exported CSV file may automatically include additional columns.

  • Is anonymous — For an exported gift list, the Is anonymous column indicates whether a gift is given anonymously.

  • View record — To open an exported record, select Open record for its row.

To download a list of 500,000 records or less as a CSV file:

  1. To choose which records to include in the CSV file, select Choose filters and choose the applicable criteria. For more information, see List Filters.

  2. To choose which information to include about the records, select Columns , choose which details to include, and select Apply changes. For more information, see List Columns.

  3. Select Export .

    Tip: Don’t see this option? Contact your system admin for rights to make this type of change.