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10.2. Exporting a List

List View provides a way to export a list or group to another file format. You may want to use this data for printed lists, mail merges, or for import into other programs.

1. To export records to a file, first select to check all those records you want assigned in the List View window.

2. Next, click the Export button.

3. The Export panel appears under the list of records. Enter a name for the exported file in the List name: field. Do not use spaces in the name of the export.

4. Select to check the file type or types you want to export to in the Export Format: field.

5. Click the Export button.

6. The system creates the export files, which may take a while depending on how many formats you chose and the number of records in the list. When complete, the Export panel redisplays with links to download the export files you created. Click the file name link (for example, May_Event.xls) of the file you want to download.

7. The File Download window appears. Click Save to save the file to a folder on your computer.

8. The Save As window appears. Choose the folder location for the file, and click Save.

9. The file proceeds to save, and then the Download complete window appears.  You can click Close to close this window and continue to download the other files (if you selected multiple formats) or you can click Open to view this file.

10. When you have finished downloading all of your files, open the list file you created and review the data and remove any unwanted data. You can now use this data for printed lists, mail merges, or for import into other programs.