How do I download a report or export from the system in Campaign Management?

1. Select either the Companies or Campaigns node in the CM navigation tree.
2. Open a company or campaign either by searching or expanding a company/campaign name in the navigation tree.
3. Click the “Reporting” option.
4. Select the Reports or Exports tab from the top of the page.
5. Click the “Create new report criteria” or “Create new export criteria” link.
6. Select the type of information you would like to download via the Type dropdown.
7. Give the report/export a name, description, and enter the delivery type information.
8. Fill in the remaining fields, and then complete any sorting or filtering options.
9. Browse to locate the file and then click the “Save/Update” link.

Note: Make sure the Excel is closed. The import will not process if this program is open.