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Download a List

Learn to create reports and more using the Download List feature.

Cristina Gruita avatar
Written by Cristina Gruita
Updated yesterday

All Lists in Donorfy can be quickly and easily downloaded so that you can either create a mailing, use in a report, undertake further analysis, etc.

  1. Expand the Results section of your List.

  2. Click the little cloud with the arrow inside it (left).

  3. Click Prepare Download (right).

    • The download will start to compile showing a status bar at the top of your screen

    • To view the status, click on the description link Click here for status.

    • If the file has not finished compiling (large or complex Lists may take a while) it will inform you that it is still processing.

    • When it has finished it will display a download option.

  4. Select Download and this will transfer the file to your device:

    • Usually your Downloads area, though it may depend on how you have set up your computer defaults.

  5. Click Close to close the downloads box.

A record of the Download will also be available from your Home, My Downloads tab.

πŸ“ŒNote:

Where a List contains over 100K of records, it is advisable to split it so that the number of contacts is under 100K. This will help to prevent data timeouts.


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