How can I print a filtered list?

There are three options to do this: 

A. Printing a filtered downloaded spreadsheet

B. Printing a filtered spreadsheet from Google sheets

C. Export all contacts and filter them separately in a spreadsheet 

 

In this example, we will start with a contact type named "Client List". 

A. Print a filtered downloaded spreadsheet:

 

1. Go to your People records:

 

2. Filter by contact type "Client List":

 

 

3. Select all by clicking the top left box:

 

 

4. Click the three little dots and export list:

 

5. Then it will export into your gmail and you can print the document that is sent to your gmail:

 

 

 

 

B. Print a filtered spreadsheet from using Google sheets:

  

1. Go to your People records:

 

2. Filter by contact type "Client list":

 

 

3. Once the list is filtered, select "Save Filter Set":

4. Download our add on:

https://prosperworks.zendesk.com/hc/en-us/articles/209728123-ProsperWorks-CRM-Custom-Report-Builder

 

5. Select People and then choose the filter you saved:

 

6. Print the spreadsheet:

 

 

C. Export all contacts and filter it separately in a spreadsheet

 

1. Click the toggle -> Settings -> Export Data -> Export the file you want:

 

2. Go to your email and wait a couple minutes for the file to show up:

 

 

3. If the file does not show up, search for notifier@prosperworks.com in your Gmail:

 

 

4. You can also open your spreadsheet in Google sheets downloading our add-on:

https://prosperworks.zendesk.com/hc/en-us/articles/209728123-ProsperWorks-CRM-Custom-Report-Builder

 

 

 

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