Export a report to work with its results outside Bloomerang CRM. You can download a report as a CSV, PDF, or Excel file, depending on what you plan to do with the results.
For PDFs:
Each PDF can include up to 5,000 rows.
PDFs use landscape orientation. If your report has many columns, some might get cut off.
To export a report:
Click Reports.
Do one of the following:
To quickly export a report from the reports list, click Actions next to your report, and then select Export.
To review your report before you export, click the report. Next, click More and select Export.
Select the file format for your report:
CSV: Best for imports, mail merges, and other tools
PDF: Best for sharing with your board or archiving
Excel: Best for analysis and editing in a spreadsheet
Click Export. A “generating your export” message appears, which you can close while the export is generating.
When Export Ready appears, click Download. The file downloads to your computer. The file name includes the report name and the export date.
Download an Exported Report Later
You can download an exported report for up to 24 hours after you first generate it.
To download an exported report later:
Click Reports.
Click the report you previously exported.
Click More.
Select Export. The Export Report list appears, with your exported report first in the list.
Click Download. The file downloads to your computer.
