After conducting a media search or saving contacts to a list, you are able to export those results into an Excel .CSV file.
Navigation to My Lists
Click on the Influencers tab.
Click on the My Lists option.
Exporting a Saved Media List into Excel
Once you have checked either all of the members of a list or some of them, the options toolbar will become active. There you will see the reporting options.
Select the list to which you would like to create a report.
Apply any desired filters to the list.
Check the Contacts or Outlets to which you would like to include in your export.
Use the top checkbox to select All Contacts or Outlets in a List.
Use the individual checkboxes to choose specific Contacts or Outlets.
Click the Download button and choose Export to create an Excel file with data about the Contacts or Outlets.
Selecting Fields to Include in the Export:
Use the Export menu that appears to determine what fields of information you would like to include in the export. Un-check any fields you would like to exclude from the report and place checkmarks in the boxes you wish to include.
Drag and drop the fields to reorder them according to your preference.
Note: The field at the top of the Export menu will be the column furtherst to the left in your Excel export.
You can use the Select All option to select all fields or Deselect All to uncheck every field, before selecting specific fields to include.
Click on the Export button.
To Save your Choices as a Template for Future Use:
After making your selections of which contacts or outlets to include in your export, click the Enable Template toggle.
Use the drop-down menu to select a previously saved template.
To Create a New Saved Template for Excel Exports:
After making your selections of which contacts or outlets to include in your export, click the Enable Template toggle.
Use the drop-down menu and select the Create New Template link.
Enter a new name for the template you are creating, then click on the SAVE link.
Click on the Export button.