How do I export Moves Management data?

Overview 

While Moves Management data isn't available in Standard Text Exports, you can export it directly from the Moves Management Report. 

Step 1: Access the Moves Management Report 

1. Navigate to the Reports section 

2. Locate and select the Moves Management Report 

Step 2: Customize the report as needed 

1. Add the columns and information you want to include in your export 

2. Apply any necessary filters to focus on specific data 

Step 3: Export the report 

1. Look for the "Export As" option in the top right corner of the Report Manager 

2. Click on "Export As" to see available export options 

Step 4: Choose your export format 

1. Select your preferred format from the available options 

2. The system will generate and download your export file 

Note: Moves Management data cannot be selected for columns in a Standard Text Export, so you must use the export feature directly from the Moves Management Report. 

What else do you need help with? 

• Understanding Moves Management Action Plan Search and Reporting 
• How do I use the Moves Management Report? 
• How do I use the Major Giving Portfolio to track action plans?