Generating Excel Exports from Affiliations

  • Updated

Export lists from an Entity's Affiliations and Principals!

  1. Navigate to the Affiliations tab.
  2. To narrow down the data that will appear on the report, you can apply different filters. Please refer to this article for more information about using filters in this area.
  3. Once the filters are applied, click the blue Export button on the top right-hand corner of the page.

The document will generate in Excel format (.xlsx) with the filters and the drag and drop order applied.