User Generated Reports: Deal Excel Report

Deal 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 “Deals” and select the menu button that will provide you with multiple options but this time we want to export.

Next, 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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