Export any list to Excel, CSV, PDF or Word
Every list in Yahiv — people, gifts, commitments, recurring gifts, campaigns, fundraisers, designations — can be downloaded exactly as you see it.
Who does this: Office staff4 steps
Before you start
- Your login needs "Download spreadsheets". People lists also need People access; gift lists need Giving access.
- 1
Open the list
Open People, Giving, Commitments, Recurring or Campaigns.
Any list with an Export button. - 2
Filter and sort
Use the search box and the filter panel, and choose the sort. The export follows what's on screen.
Your filters carry into the export. - 3
Press Export
Press "Export" and choose "Excel (.xlsx)", "CSV", "PDF" or "Word (.docx)".
Four formats. - 4
Open the file
The file has a title, a line describing your filters, the rows and the totals.
Tips
- PDF and Word are for printing: up to 5,000 rows and slimmer columns.
- Excel and CSV include everything, up to 100,000 rows.
If something isn't working
You're sent to the Home page with "You don't have access to that page".
Your login doesn't have "Download spreadsheets". Ask an admin to tick it in Settings → Team & roles.
The PDF stops part way.
PDF and Word stop at 5,000 rows. Use Excel for everything, or narrow the filter.
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