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How to Export a Custom Excel Spreadsheet
How to Export a Custom Excel Spreadsheet
Elizabeth avatar
Written by Elizabeth
Updated over a week ago
  1. From the left navigation menu, click Org or Team Tools > Accounts.

  2. Select the accounts you'd like to export.

  3. Click Export > Custom Excel Export.

  4. Select the fields to include in the custom export.

  5. When finished, click Create Report.

  6. Save the file.

  7. Open the downloaded file to view.

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