⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
Applies to: R4 Version
It is possible to create an exportable report, or list using a Lookup, here is how:
- Go to Contacts > Create Lookup
- Create the Lookup, using criteria to pull the list of Contacts you want to see that information for
- Next, use the "Tools" option and choose "Select Columns"
- Select the columns that you need to see in the "report"
- Click Save
- Now you can export this as an Excel sheet, go to "Tools > Export All"
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