You will need Super User privileges to complete this action.

This option is available on all tabs on the "Account Management" page.

  1. In the left-navigation panel choose Org Tools > Accounts/Members.

  2. Use a saved view or filters/columns to filter for the necessary information.

  3. Select the accounts/members to be included in this report.

  4. Click Export > Custom Excel Export.

  5. All columns that were in your view will be selected already.

  6. Use the search to quickly find other columns to include.

  7. Select or deselect as applicable.

  8. Click Create Report.

  9. Choose the fields to include in the report.

  10. Click Create Report to generate.

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