Sunday, September 9, 2018

Export to Excel the Members of a Static Group

To export the members of a static group to excel or CSV, perform the following steps:

     1. Navigate to Reports > Saved Searches > All Saved Searches > New.
     2. Select the record type of the group (e.g. Customer).
     3. In the Criteria tab > Standard subtab, add filter Group is [Group Name].
     4. Click Preview.
     5. Click Export - CSV.

Note: Enhancement 57035 has been filed for the ability to export groups.

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