In this article, we look at how to Export Lists from Principals, Affiliations and Associations.
Export lists directly from an Entity's Principals, Affilations, or Associations sections into Excel!
Exports are a very handy feature that allows for a list being viewed online in Unity® Entity Management to be extracted into Excel.
What appears on the screen is what will be exported to Excel, so it is helpful to leverage the Filters to fine-tune the details on the screen before exporting.
For additional details about using Filters, check out the Filters for Affiliations & Associations Lists article.
- Navigate to the Principals, or Relationships > Affiliations or Associations tab
- To narrow down the data that will appear on the Export, apply the appropriate Filters
- Once the filters are applied, review the data that appears and ensure it is correct
- Click the Export button on the top right-hand corner of the page
- The generated Export will be saved in an Excel (.xlsx) format and is available for download in your web browser.