How to Export a selection in Ministry Platform

Exporting a filtered list or selected record set to Excel/CSV is quick and easy.

Step-by-Step Instructions

  1. Select Your Page
    Navigate to the page containing the records you want to export (e.g., Contacts, Events, etc.)

  2. Apply Your Filter / Selection

    • Choose an existing View from the drop-down menu

    • Perform a Search/Filter to narrow down your results

    • Check the individual boxes to manually select specific records.

  3. Open the Export Menu
    Click the Actions menu at the top left of the page view

  4. Choose Export
    Select Export (or Export Selection to Excel / CSV).

  5. Download Your File
    Choose your preferred file format if prompted, then click Export. Your file will download automatically.

Tip: Make sure you have selected at least one record or applied a filter, as exporting without an active selection may export all records or trigger a prompt requiring a choice.