Using a Lookup to Create an Exportable Report in Excel

Applies to: R4 Version

It is possible to create an exportable report, or list using a Lookup, here is how:

1. Go to Contacts > Create Lookup
2. Create the Lookup, using criteria to pull the list of Contacts you want to see that information for
3. Next, use the "Tools" option and choose "Select Columns"
   ​​
4. Select the columns that you need to see in the "report"
   ​​
5. Click Save
6. Now you can export this as an Excel sheet, go to "Tools > Export All"
   ​​