How to Export a Constituent List

Export constituent lists to CSV format for use in external applications or for data analysis.

1. Navigate to the Constituents module.
2. Apply any filters to narrow the constituent list to only the records you want to export.
3. Locate the "Export" button at the top of the constituent list.
4. Click the Export button to open the export dialog.

Available Fields for Export

• Contact information: name, email, phone, address
• Organizational details: company, title, department
• Donation summary: total giving, last gift date, gift frequency
• Engagement metrics: last interaction date, communication preferences
• Tags and relationships: all applied tags and constituent relationships

• Pro Tip 1: Export regularly to maintain backup copies of your constituent database
• Pro Tip 2: Use filtered exports to create targeted lists for specific purposes