Easily export lists directly from an Entity's Principals, Affiliations, or Associations sections into Excel. This handy feature allows for the quick extraction of on-screen data into a spreadsheet format.
Overview
The export functionality allows users to download the currently viewed list of Principals, Affiliations, or Associations into an Excel file. Because the export extracts only the data visible on the screen, users should apply Filters to fine-tune the details before initiating the export. For more details about filters, see Filters for Affiliations & Associations Lists article.
Availability: All Athennian users with access to the Principals, Affiliations, or Associations sections of an Entity.
Export Data to Excel
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Navigate to the desired Entity
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Select the Principals section or the Relationships section (for Affiliations or Associations)
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Use the Filters feature to fine-tune the list to include only the desired information (Roles, Status, Start date range, and End date range)
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Locate and click the Export button at the top of the list
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The system will generate and download an Excel file (.xlsx) containing the data currently displayed on the screen
Note: For additional details about fine-tuning your lists, see the article Filters for Affiliations & Associations Lists.
Video Instructions