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Export filter results for contacts and properties

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Summary

Learn how to export filtered lists of contacts or properties to CSV or Word, including how to select rows, choose formats, and resolve common issues.

This article covers:

About exporting from filter results

Use the contacts or properties filter screens to export the exact records you need, based on your applied filters and selected columns, into a CSV spreadsheet (Excel‑friendly) or a Word document. Export options are shown only when your Access Level includes permission to export.

Note: Export visibility is permission‑based; if you don’t see export options, contact your administrator.
Important: Exported files may contain personal information; store and share them securely and in line with your agency’s data policies

Access and limitations

A few requirements and constraints apply:

  • Permissions - Export options appear only for users whose Access Level allows exporting
  • Record limits - Some environments cap self‑service exports at 500 records. If your export exceeds this, narrow your filters or request elevated permission to export more than 500 records
  • Selection matters - Only the rows you select in the results grid are exported
Tip: If you regularly exceed 500 records, save a filter that narrows the scope (e.g., by status, date range, or team).

Export from the contacts filter screen

To export:

  • Go to: Contacts
  • Use the Filters panel to refine your list (e.g., by status, segment, activity)

  • (Optional) Click Edit Columns to show/hide the columns so your export includes only relevant fields
  • Use the row checkboxes for specific records or Select All to capture the entire filtered set (subject to export limits)
  • Click More at the top of the results
  • Select Export to CSV (for Excel/analytics) or Export to Word (for a formatted document)

  • The file is downloaded to your device. Open CSV in Excel/Sheets; open Word in Microsoft Word

Export from the properties filter screen

To export:

  • Go to: Properties
  • Use the Filters panel to refine your list (e.g., Consultant, office)

  • (Optional) Click Edit Columns to show/hide the columns so your export includes only relevant fields
  • Use the row checkboxes for specific records or Select All to capture the entire filtered set (subject to export limits)
  • Click More at the top of the results
  • Select Export to CSV (for Excel/analytics)

  • The file is downloaded to your device. Open CSV in Excel/Sheets
Tip: If “No results found,” clear existing filters click 'Reset', then reapply only what you need. This is a common cause of empty result sets on properties search.

Export format

  • CSV (Comma‑Separated Values) - Best for Excel analysis, sorting, pivoting, and importing into other systems. CSV is a widely supported, system‑neutral format
  • Wod (.doc/.docx) - Useful for shareable documents, mail‑merge, or quick printing with headings and paragraph formatting

What’s next?

Learn more about using contact and property filters.

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