How to Export your data to Excel (My Shareholders, Contacts, etc…)
In the Investors (All Investors, My Shareholders, Targeting) and Contacts categories, you can export the data into Excel. The Export button is in top right corner.
Click on it to download an Excel file with all the information currently displayed on your screen.
You can export the whole initial list of My Shareholders or 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 Contacts:
