How Do I Export Contact Information in Reports?
Admins in Gather have the ability to Export Contact and Lead information using the two reports below. Follow the provided steps to export the desired Contact information!
Bookings Export Report: Use the Bookings Export Report to pull information for the Primary and Onsite Contacts associated with Bookings.
Leads Export Report: Use the Leads Export Report to pull contact information for Leads.
- Head to the Bookings Export Report or Leads Export Report under the Reports tab of Gather.
- Select any desired filters, such as Location or Event Date.
- Modify the Included Columns to your desired column set.
Gather Tip: Remove All included columns. Select 'Contact Details' or 'Customer Details' from the Available Columns drop-down, and select Add All. - Download Report.
- This will prompt an Excel Download of the Contact information!
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