Export Data via Reports

All Swivel Reports have an export feature allowing users to extract specific data as a .csv file.

General Instructions to Export a Swivel Report

1. Navigate to the desired report from the Reports tab

2. Click the Filter button to add in the desired criteria for your export

3. Click the three-dot action menu and > click Export

   

Filter and Export from Reports

1. From the Main Navigation Menu > click Reports.
2. Navigate to the desired report tile and > click Run Report.
3. Adjust the Date Range and/or Filter as needed.
4. Click the three-dot Action Menu > click Export.

Tip

🔍 Tip: Need to export your contact info only? Please visit the Export Contacts article.

🔍 Tip: Exporting a Birthday Report list can be used to generate a CSV file to send to a mail house, or to easily print addressed postcard reminders to send to your clients.

Product Report: Export Client Policies & Accounts

Sales Report: Export Commissionable Production

Transactions Report: Export Transactional Activity (Contributions & Withdrawals)