To export an email list to Excel or HTML:
- From Home page, select Reports under desired season
- Click New custom report blue button
- Click Customize grey button
- Select Edit Columns
- Note: Choose columns pop-up will appear with 2 lists. Left list includes are fields not currently in report. Right list include fields that are in report.
- Type email in left column
- Click magnifying glass icon or click Enter on keyboard
- Select checkboxes next to desired email address fields under Available columns on left
- Click right arrow in middle of lists to move under Selected columns on right
- (Optional) Select checkboxes next to undesired fields on right under Selected columns then select left arrow in middle of columns to remove them from report
- Select Save
- (Optional) To edit sessions included:
- Beside All sessions, select Edit in blue
- Select checkboxes beside desired sessions
- Select Save
- Note: Sessions included is not saved, and must be re-loaded each time running the report
- (Optional) To filter down report:
- Beside No filters set, select Edit filter criteria in blue
- Select checkboxes next to desired filters
- Fill out boxes as prompted
- Select Set Filter
- (Optional) To group report:
- Click Customize grey button
- Select Group records
- Click Group by dropdown and select desired criteria
- Select Group records
- Select Export report
- Select either Export to Excel or Export to HTML
- Click Save report
- Input Name
- Select Save
Note: To export all participants' email in the organization, please see this article Release Notes 10.11: Cross Season Reporting
Note: If you did not see the exported report, please ensure you have disabled Pop-Up Blockers in your browsers.