Question/ need help

I need help with reports

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  • You don't need a report to do that.

    In Administration -> Email and Documents -> Documents & Reports Configuration there is a setting called "Export to File available on Search/Groups" and you can define who can do it.

    Back in the main front end, just do a search for all people in CRM and then there will be a button that allows you to export the search results. If you want to define what fields you get, then create a group and then search for all people without a search parameter.

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