Open a building. For more information on how to do so, see section 4.6.1., 5.4.3. or 6.1.1.

Go to the building card (see image below).

 

Click the tab called "Prospect" (see image below). Within the tab called "Prospect" you will find a prospects list. In the prospects list you will find active prospects for the building you are working with.

 

Specify that the view you wish to base your Excel export on should be shown in the prospects list. For more information on how to do so, see section 3.1. in this manual.

Remove filtering from the prospects list (see image below). This is if it contains filtering that should not be included in your Excel export. To remove filtering from the prospects list, clear it of filters or reset one or more columns. If you do not wish to clear the prospect list of filters or restore one or more columns, you can skip this step and go straight to step 6.

 

If you wish to limit the content of the export you are creating, filter the prospects list (see image below). For more information on how to do so, see section 8.8.2.

 

Right click a prospect to open a menu (see image below).

 

Click "Export to Excel" in the menu (see the first image below). When you do so, the prospects list will be exported to Excel (see the second image below).