- Go to Communicate, then click on “Export for Mail Merge” found in the sidebar under Lists
- Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
- Organization Filters: Select the desired organizations to include in the search. If you have created Regions, your organizations will be displayed within their respective region.
- Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
- Select the “Columns to Include” from the following categories:
- Basic Columns
- Custom Fields
- Qualifications
- General Interests
- Committees
- General Availability
- Optional: Check the box to include all Hours Logged
- Optional: filter for a specific date range and/or Activity Category
- 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)
- 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
- Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file