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export group to excel?

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New Member
Posts: 2
Country: United States
Accepted Solution

export group to excel?

can someone please explain how to export a group to excel using simple step by step instructions

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Accepted by topic author josh_
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,313
Country: United_Kingdom

Re: export group to excel?

Josh

 

Assuming you want to export the details of all the contacts in a group to Excel, do the following.

 

1. In Group Detail View right-click on the group of interest and select "Create a Lookup".

2. You now have a list of all the contacts in that group in Contact List View.

3. Use Options>Customise Columns to add or remove the fields of interest, then click on the Export to Excel icon to shoot the information into Excel.

 

Hope this helps.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

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Solution
Accepted by topic author josh_
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,313
Country: United_Kingdom

Re: export group to excel?

Josh

 

Assuming you want to export the details of all the contacts in a group to Excel, do the following.

 

1. In Group Detail View right-click on the group of interest and select "Create a Lookup".

2. You now have a list of all the contacts in that group in Contact List View.

3. Use Options>Customise Columns to add or remove the fields of interest, then click on the Export to Excel icon to shoot the information into Excel.

 

Hope this helps.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
New Member
Posts: 2
Country: United States

Re: export group to excel?

Jeff!  Thanks!  That was so easy I feel silly now.
New Member
Posts: 1
Country: USA

Re: export group to excel?

Jeff:
THANK YOU!!!!  So simple and yet so impossible to figure out.  Wish I found this answer 6 months ago - it would have saved me hours by now. 

Peace!

Suzanne

New Member
Posts: 7
Country: United_Kingdom

Re: export group to excel?

Hi

 

 

Would it be possible to export to excel without doing the "Create a Lookup" and Customise Columns then export?

 

It would be more useful to export the group as is, or at least export the group lookup with the columns already setup - I have several groups I need to export regularly - and "Customising Columns" each and every group lookup is not a speedy process!

 

Maybe an upgrade to ACT! Is due?

 

New Member
Posts: 2
Country: USA

Re: export group to excel?

i was great till i got to export to excel icon.. i can not find in act 2009
ideas on where it's hiding
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: export group to excel?

In the toolbar at the top of the contact list view you should see a button that looks like the Excel logo with an arrow. ExportToExcel.jpg

 

If that button is greyed out, then typically that means you have either a version of Office that is not supported (Office 2010 for example in the case of ACT! 2009), Office was installed after ACT!, or there is something that is just plain ker-flooey with your system.

 

Hopefully it's that you just didn't know what to look for.

 

Oh, and it is also on the Tools menu, about a third of the way down or so...

New Member
Posts: 2
Country: USA

Re: export group to excel?

so how did you guess it ... i have Act 2009 with Windows 2010.. where do i go from here?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: export group to excel?

I'm not sure if this will resolve the Export to Excel icon issue or not, but here is a relatively inexpensive way to integrate ACT! 2009 with Office 2010: DesignR1 Office 2010 Pack

It has a free trial option.

Greg Martin
Sage
New Member
Posts: 1
Country: USA

Re: export group to excel?

Jeff, this is an old post, but you have saved my life today!  I have been an ACT user since 1999 and have been quite active and knowledgeable from time to time.  I am now using the program to keep records on the gift prospects and donors for a small (800 record) database for a nonprofit organization. So much has changed with ACT through the years, as well as with my brain, that I need a lot of help!  Thank you for this response. I hope you receive it.

 

Judith at Luckyinohio