Exporting Advance Searches

Modified on Wed, Feb 21, 2024 at 4:30 PM

Overview

In this article, we will review how to export your advanced search.

Exporting Advanced Search

Step 1: Choose a list from the Choose Saved List drop down or start a new search using the options in the Start New Search section.

Step 2: Once your search results are displayed, you can click the blue Export button in the Choose Saved List Section or the small Excel icon next to the number of results found by your search.

Step 3: Once the download for your exported list finishes, click on it to open it in Excel.

Step 4: You may receive a notification like the one below, click Yes.

Fields

The fields below are what is exported in the Excel file. This can be found on the export page:

Individual ID	Case Number	Middle Name	Work Number	Address Line 3	Time Zone
Community	Date Created	Last Name	Email	City	Creator ID
Individual Community Count	Salutation	Home Number	Address Line 1	State	Case Status
Company Community Count	First Name	Mobile Number	Address Line 2	Postal Code	Age
Assigned First Name	Assigned Last Name	Assigned User ID	Birth Date	Website	Type
Creator First Name	Creator Last Name	Accept Date	Last Modified		Title
Primary Contact First Name	Is Mailing List	Email 2	Market Source	Inquiry	Fax
Primary Contact Middle Name	Campaign Name	Campaign ID	Market Source ID	Care	Lead Score Submitted
Primary Contact Last Name	Campaign Response	Spouse Name	Sales Status	Method of Contact	Expected Need
Campaign Reponses Array	Primary Contact Email	Primary Contact Address Line 1	Primary Contact City	Primary Contact State	Current Arrangement
Full Name with Spouse	Primary Contact Full Name	Primary Contact Address Line 2	Primary Contact State	Primary Contact Postal Code	Apartment Preference
Primary Contact Relationship	Primary Contact Home	Primary Contact Postal Code	Primary Contact Power of Attorney	Memory Loss	Ambulation Type
Primary Contact Mobile	Primary Contact Work	Referral First Name	Referral Last Name	Referral Company Name	Gender
Marital Status	Religion	Language	Ethnicity	Veteran	Is Waitlist
Waitlist Priority	Waitlist Date	Task Move In Date	Task Move Out Date	Lease Move In Date	Lease Move Out Date
Active Lease Yes No	Move Out Reason	Lost Lead Reason	Unqualified Reason	Care Group	Floor Plan Group
Unit ID	Deposit	Entrance Fee	Monthly Fee	Lease Plan	Contract Type
Row Number	Individual Type ID	Campaign Individual Status ID	Lead Score Name	Community Name	First Campaign
Statement Method Type	Age Code Type	Medical Type	Individual Type Friendly	Tour Date	Individual Type Name
Individual Status Text	Individual Type Full	Individual Type Full Friendly	Individual Type Full Bubbles HTML	Case Number Friendly	Individual Full Name
Campaign Individual Status	Campaign Individual Status CSS	Next Activity Date Convert Friendly	Next Activity Date Convert	Phone 1 Opt In	Phone 1 Opt Out
Phone 1 Date Opt In	Phone 1 Date Opted Out	Phone 1 Listed on DNC	Phone 2 Opt In	Phone 2 Opt Out	Phone 2 Date Opted In
Phone 2 Date Opted Out	Phone 2 Listed On DNC	Phone 3 Opt In	Phone 3 Opt Out	Phone 3 Date Opted In	Phone 3 Date Opted Out
Phone 3 Listed On DNC	Addresses - Address Line 1	Addresses - Address Line 2	Addresses - City	Addresses - Country	Addresses - County
Addresses - End Month	Addresses - Has Address	Addresses - Has Email	Addresses - Has Phone	Addresses - Mailing Name	Addresses - Postal Code
Addresses - Start Month	Addresses - State	Company - Organization Tier 1 Type	Company - Organization Tier 2 Type	Company - Organization Tier 3 Type	Company - Organization Tier 4 Type
Company - Organization Type	Company - Top 5/Targeted	Company - Visit Frequency