Create Export for Mail Merge

  1. Go to Communicate, then click on “Export for Mail Merge” found in the sidebar under Lists 
  1. Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles  
    • Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 
  1. Select the “Columns to Include” from the following categories: 
    • Basic Columns 
    • Custom Fields 
    • Qualifications 
    • General Interests 
    • Committees 
    • General Availability  
  1. Optional: Check the box to include all Hours Logged 
    • Optional: filter for a specific date range and/or Activity Category 
  1. Select desired options for Other Settings
    • Include background checks (Enterprise edition only) 
    • Include last login date 
    • Select the desired File Format (XLSX, XLS, CSV, TXT) 
  1. Optional: Click [Save This Report], to name and save your report for future use 
    • Name the search (200 characters maximum) 
    • Optional: Enter a Description 
    • Click the [Save] button 
  1. Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file 
Updated on July 7, 2022

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