Exporting a list report

If your system administrator has given you rights, you can quickly create a list report in CSV or text file format from any search list, saved search, or group.

1. On the top bar, click the Search arrow and Company and search for particular companies. For example, all London based companies in the system that are assigned to you.
2. Click Export to File.
3. Enter a file name.
4. Select the output format.
5. To make the list report available to all users, select Create entry in shared documents.
6. Click Save.