Exporting Views to CSV / Excel Files

Instructions

To export data from Dynamic or Static Views in Companies, Contacts, Candidates or Jobs, please follow these steps:

  1. Open the Dynamic or Static View you want to export
  2. You have 3 options on what to export from the view.  You can:  1) Export All Items in the Current View,  2)  Just the searched items, or 3) Just the selected items.
  3. Click the ‘Export to CSV icon’
  4. A new window will pop up allowing you to specify a File Name & location to save the file
  5. Click ‘Save’
  6. Navigate to the location on your PC where the file was saved
  7. Open the File

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