How to filter and export contacts?

Need to see only certain volunteers and pull their data? Here's how you can do that.

How to filter contacts (see video below):

  1. Under the "People" tab, go to "Contacts."
  2. On the top of the Contacts page, click the Filter button. From there, you can filter by different categories to narrow down your search.
  3. Once you select the categories you need, only the contact records that match will be displayed on the page.

How to filter contacts:

How to export contacts (see video below):

  1. Under the "People" tab, go to "Contacts."
  2. Select all contacts or filter by the specific contacts you need.
  3. Under Actions, select Export CSV to download the contact data.
  4. The Export Contact Data box will appear, allowing you to toggle by date range and select different fields.
  5. Click the Export CSV button, and you'll have your export ready to download.

How to export contacts:

Questions? Email us at support@pointapp.org.