View Your Lists
Lists & Reports
See all of your saved lists on the Lists & Reports tab.
The List View
When you open a list, you will see all of the records which meet your list search criteria.
The List Data section
Below the list of records, you will see the List Data section. This is where you can print labels, export to CSV or vCards, or you can view the report in Batchbook. Before exporting to CSV, you will want to edit the list data fields to export.
The Dashboard Lists Widget
You can also view any of your lists from the Dashboard. Simply enable the Lists View widget and choose which list to view from the Select List dropdown.
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