In the different categories Investors (All Investors, My Shareholders, Targeting) and Contacts (My Contacts, Public Directory) you can export the data into Excel.
You can proceed the following way: every time you are entering a category, you can see the button Export in the top right corner, next to Filter.
Click on it to download an Excel file with all information currently displayed on your screen.
You can export the whole initial list of My Shareholders or My Contacts to Excel, for example. Or if preferred, you can filter first and then click on Export in order to get a customised list.
See the screenshots below.
Export My Shareholders:
Export My Contacts:
Export Targeting:
