How can I download specific profile details for specific people?

Overview:

It may be helpful to export specific details of a profile(s) at times.  Here are the instructions to export specific fields for individual profiles.

To export the details of a record follow these instructions:

  1. From the Dashboard, go to People
  2. Find the person(s), and click the checkbox to the left of their name
  3. Click "Export" on the right-hand side
  4. Choose the "Excel" option (which is the default)
  5. Then, click the pencil icon on the bottom left
  6. Under Include, choose "Custom"
  7. Then go down the list of the fields you'd like to download
  8. When you're done, click download.

 This will download an Excel sheet with the specific fields and person(s) you've chosen.

 

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