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