You can export lists of persons and organizations to Excel spreadsheets and/or CSV (comma-separated values) files. Export options are available for both records in the In Boxes and in search results tables.
How to Export Person and Organization Records
- On the main menu, click In box or search for organizations or persons. See Searching for Organizations and Searching for Persons.
- Scroll to the bottom of the list of records, then next to Export options, click either CSV or Excel.
The system creates the file you selected. Follow your browser/operating system instructions to view or save the document.
