To export the list of accounts to Excel:
- Go to the Accounts tab and generate a list of accounts by using a
search query or the filters on the left. - Click Export to Excel above the list of accounts.
- Select which columns of the list you want to export:
-
Current columns. The Excel file will contain the columns
currently displayed in the list and columns that are added
automatically based on the specified search parameters. -
All columns. The Excel file will contain all possible columns
that can be displayed for an account.
-
Current columns. The Excel file will contain the columns
- If the export takes time, it will run in the background and you will
be able to download the file when it is ready. Otherwise, the file
will be downloaded immediately.