How to Export Records

Modified on Mon, Dec 16, 2024 at 6:01 PM

Export all records in the current view you have open on the Portal.  Records will be exported to a .csv file, and will include all fields collected/associated with the record.


Instructions on how to export records from the Portal


Step 1: Login to the portal, go to Leads > Ready Now Leads   or Leads > Volunteer Leads


Step 2: Select the export table view 

  • To export Ready Now Leads, go to the table "Ready Now - AR (Export)"

  • To export Volunteer Leads, go to the table "Volunteer Leads - AR - All Leads (Export)"





Step 3: Click “Export” to the top right of the table.


The table view and associated fields from those records will begin downloading to a .csv file to your computer.  Look for it in your downloads folder or the folder you selected to save it to. 






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article