User Generated Reports: People Excel Report

People Export Report (xlsx)

Attributes:

Recommended

  • Name
  • Current Position
  • Preferred Email
  • Preferred Phone
  • Address
  • LinkedIn URL
  • Do Not Contact

Optional Fields to export

  • All Positions
  • All Education
  • All Emails
  • All Linkedin URLs
  • All Phone
  • Other Addresses
  • Biography
  • Compensation
  • Tags
  • Project Candidacies
  • Deals
  • Instant Messaging
  • Skype

Click “People” and select the menu button that will provide you with multiple options but this time we want to Export.

Clockwork limits the amount of data available for export with selectable columns to 1000 records. This is a security measurement for firm data. Firm Users are able to export more than 1000 records, but the exported data will be limited to a set number of fields.

If you are in need of a firm data back up, or additional records, please contact our data services team.

Choosing the excel file, you get to choose which fields you want to include in your export.

Making your selection and clicking Email, your excel export will begin and be sent to your email. 

Once downloaded from your email the excel file will open. 

Example Export

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