Redesigned export tab

Product update: Redesigned export tab

Published May 25, 2015

Now export organization and personnel information from the same page

Outdated: New export wizard

This export tab has been replaced in February 2016 with a new export wizard, which simplifies the export process while keeping the power of the previous export tab.

The Personnel export features all new filters -- divided into level (e.g. director, president) and function (e.g. grants, sales) -- that allow you to tailor your search to previously unimaginable levels. Advanced search criteria also allows you to search for specific personnel by keyword.

Preview personnel results before exporting, ensuring the search criteria and filters are working how you need them to. See the number of matching personnel and organizations represented, as well as a sample of the first few results.