Export Data

You use the same process to export data, whether you are exporting a list of accounts, addresses, or a report. The following example shows how to export a list of accounts.

1. Click My Accounts. The My Accounts page opens.

   

2. Select the records you want to export.
3. Click the icon. The Export dialog box opens.

   

4. Choose to export all records or only selected records.
5. Select a column option. Options are:
   • Export current view columns and order – Select to include only those columns you have selected from the column select list (by clicking the icon on the right side of the table heading)
   • Export all columns in default order – Select to include all columns, including those that are currently hidden
6. Click Export. A Microsoft Excel message opens.
7. Open or save the spreadsheet.

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