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Export a Dashboard List

A CSV file for use in spreadsheets or other programs.

  1. In the top-left corner, click your site name then Giving. Then click Main Menu > Reporting > Dashboards.
  2. To display a list of profiles, click an entry or graph point.
  3. Select the check box next to each record you want to export, or select the box at the top to choose all.
  4. In the actions drop-down list, select Export (.csv). Note that the list does not display until you select at least one record.
  5. To open the file, follow the notification displayed by your browser.