How to Export Data

Learn how to run and download an export

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. First, navigate to Analytics > Export Data.
2. You will see a banner at the top of the screen listing all available export types. Please note the right and left arrows allowing you to scroll through all options.
3. Select the export type you require.
4. When you select an export type, a list of filters will appear underneath.
5. Work through the fields to refine the results you want to achieve (we recommend doing this as if you don’t need every record in the system, the export will process more quickly).
6. When you’re happy that you’ve selected the appropriate criteria, select ‘Export to Excel’ at the bottom of the form
7. Click ‘Download data’ on the left-hand side menu, and this will take you to the ‘Download Exported Data’ page
8. Your export will appear at the top, with a status bar showing its progress. Refresh the page if this is taking some time.
9. When the export is completed, select ‘Go’ on the right and ‘Download file’ and your export will appear in the ‘Downloads’ section of your computer.