Exports Tab

To access the Exports Tab: 

1. Click the “Reports” tab in the Navigation Bar.
2. Select "Exports" from the menu options on the left side of the screen

To create an Export:

1. Click “Create Export” and choose between Companies, People, Deals, Activities or Drives (if utilizing the premium MMC Mileage Tracker feature).
   1. Note: You can only export via a single object at a time. Company and People address information can be included on Deal and Activities exports
2. To help you understand what your Export contains, give it a name and description
3. Customize your Export to include the desired header / data by clicking on the Columns icon to the left of the Save Export button. You can select the fields you want included in your Export by clicking the checkboxes to the left of the field name and excluding the fields, you do not want
   
   
4. Apply any Filters to focus the Export into the appropriate lines of data you would like to see
   1. EX: If you want to create an Export of Activities for a specific rep, you could create an Activity Export and add a Filter for Assignee = Harry Potter

5. After you have selected your columns and applied Filters, click “Save Export”

To edit Exports:

1. Click on the row of the Export you would like to edit - this will open the Export table
2. Click “Columns” and check off any additional fields you want to add or deselect existing fields
3. Click “Filters” to modify, remove or add any filters
4. Click "Save Export" to save your changes

To rename Exports:

1. Click on the row of the Export you would like to rename
2. Change the name under "Export Name"
3. Click "Save Export" to save your changes 

To change the description of Exports:

1. Click on the row of the Export you would like to edit
2. Change the description under "Export Description"
3. Click "Save Export" to save your changes 

To change the Filters:

1. Click on the row of the Export you would like to edit
2. Select the "Filters" button
3. Adjust the Filters accordingly 
4. Click “Add Filter” to layer another filter on top of a filter that is already applied 
5. Updated/added Filters will automatically apply to the Export as they are edited 
6. Click "Save Export" to save your changes

To learn more about using Filters and all of the Filter types, refer to the Filters article.

To delete an Export:

1. Select the “Actions” drop-down to the right of the Export you would like to delete
2. Click the "Delete Export" from the drop-down 
   
   

You can easily download Exports to save or share with your team. To get started, navigate to Reports from the Navigation Menu. 

To Export / Download to your email inbox:

1. Select the “Actions” drop-down to the right of the Export you would like to export
2. Click the "Quick send" from the drop-down
3. The file will automatically be sent to your Email. Be sure to check your spam inbox for the Export if you do not see it in your normal inbox
   1. Note: If the Export exceeds 100k rows of data - this Export will be sent at midnight 

To Schedule an Export to send at a future time or to recur:

1. Select the “Actions” drop-down to the right of the Export you would like to schedule
2. Select "Schedule Send" from the dropdown
3. Select the date and time, the frequency of the export, and the recipients of the scheduled export
   1. Note: Recipients can exist outside of your MMC organization
      
4. Select your Export Preferences:
   1. Only new or modified records - You will receive an initial email including all data that meet the filtering criteria. Subsequent emails will only include information that has been added or modified since the previous export
      1. For example, if an Activity Export is set to run daily at 7 pm, Tuesday’s report will include all the Activities logged or modified between Monday at 7 pm - Tuesday at 6:59 pm.
      2. This option is recommended for recurring Activity Exports
   2. All records - Every export will include data from all records that fit filter criteria, even if nothing has changed on that record.
      1. This option is recommended for Company exports such as a monthly report of Companies over X sales amount 

Recurring Exports are indicated by the frequency listed in the Last Downloaded column:

You can see all of your previously downloaded Exports by selecting the "Downloaded" tab in the upper left corner of the page 

Additional Tips and Tricks: 

• Use the star on the left side of the Export Name to Favorite an Export - easily filter through your favorited Exports with the "Favorite" tab in the upper left corner of the page
   
• Use the Filters at the top of the Export page to focus into Exports of a certain record type (Company, People, Deals, Activities, Drives) or from a specific Export Creator
  
• Within the Actions dropdown - use the "Create a copy" option to clone an already existing Export that you want to recreate to make slight edits to i.e. change the Assignee Filter