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How to Export a Custom Members/Accounts Report
How to Export a Custom Members/Accounts Report
Updated over a week ago

You must have Super User access to complete this action.

This option is available on all tabs on the "Account Management" page.

  1. Click Org Tools > Accounts/Members in the left navigation panel.

  2. Use a saved view or filters/columns to filter for the necessary information.

  3. Select the accounts/members to be included in this report.

  4. Click Export > Custom Excel Export.

  5. All columns that were in your view will be selected already.

  6. Use the search to find other columns to include quickly.

  7. Select or deselect as applicable.

  8. Click Create Report.

  9. Choose the fields to include in the report.

  10. Click Create Report to generate.

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