Filtered List Export Data

ProsperWorks allows you to export filtered lists for Leads, People, Companies, Opportunities, and Projects. 

  1. Navigate to the list view of the data you wish to export a filtered list of (Leads, People, Companies, Opportunities, or Projects)
  2. Select the record(s) you wish to export
    **Tip: You can use Custom Filters to help you slice and dice your data into more meaningful lists.
  3. Click on the Export icon in the bulk action items
  4. Confirm if you would like to export only the selected records, all the records, or all the records that match this filter.
  5. Click Export
  6. A confirmation message will display in the bottom right corner of the screen
  7. You will receive an email with an Excel file of the exported data
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Comments

  • Avatar
    Daniel Masters

    I dont see any options, in the list view as you say above, to filter by a custom field. Is that correct?

  • Avatar
    James Nesbitt

    The exported lists do not include the contacts email addresses. This was a big problem for us. We wanted to take all lost pipeline sales for the year and export them and use the email addresses in a marketing campaign with special offers. But, the export doesnt include the contacts email addresses. Has this changed?

  • Avatar
    Joe Tierney

    What about exporting Reports?

  • Avatar
    James Nesbitt

    Exporting reports didnt give us what we needed (above). Reaching customer support was another problem.

  • Avatar
    Joe Tierney

    I was asking ProsperWorks about exporting Reports as it's not a feature currently. Specific to your question, perhaps the MailChimp integration would provide this data. You can also "Export People" from Settings, you can use a spreadsheet formula to cross reference the columns to show on the contacts you're interested in.

  • Avatar
    James Peverill

    Would be very nice if this export had dates as actual excel dates. They come in as text which doesn't allow for sorting without computing and repasting the values.

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