Creating Exports from your CRM is vital to you as an admin as well as your organization. Kindful makes it easy. Not only can you make organization wide exports and reports, you can also create ones just for the needs you have!
Start by building your filter from the Contacts or the Activities page (Activities shown). When you have what you like, click on the Create Report icon.
Next, you will see a window appear that will ask you to do a few things:
- Name your report
- Choose the layout
- Select Activity Fields (columns) - if creating a report from the Activities page
- Select Contact Fields (columns)
You will then be directed to a preview page for your report, with the options to convert and export to a CSV or PDF, as well as the ability to save it to your Report Templates! Clicking Convert to CSV will download your file right in your web browser once it has finished converting.