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  1. Apply any filters, adjust sorting, and add or remove columns as needed prior to exporting OR open any list presets that have been created

    1. Refer to Customizing Columns for instructions on editing columns or setting presets

  2. Once the list is displaying as desired, click the list menu options icon (three dots) in the upper right corner where applicable or if three dots icon is not there, click the appropriate export icon

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    Click Export to Spreadsheet for an excel file or click Export to PDF

  4. The file will display at the bottom of the screen

  5. Click to open the file

  6. From here, edit and or save the file as needed to the local computer 

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