1) Go into Recipients and select the people you want.
You can select individuals one by one or select everyone by clicking the box to the left of "Job Title":
You can also filter by groups and departments using the "Add Filter" button next to the search bar.
2) Once you've made your selection, click "Reports", then "Custom Report."
3) Confirm your contacts and select your format: Excel, VCF or CSV
4) Choose which fields you would like to appear in your custom report
If your project has many fields, it may take a while for the selection to register. Patience is key!
Note: there is currently no "search" feature for fields - you will have to scroll manually to find the fields you want.
5) Click on "Create Report". A download box will open in your browser with your new report!
You now have successfully exported your recipients! 😁