All Swivel Reports have an export feature allowing users to extract specific data as a .csv file.
General Instructions to Export a Swivel Report
Navigate to the desired report from the Reports tab
Click the Filter button to add in the desired criteria for your export
Click the three-dot action menu and > click Export
Filter and Export from Reports
From the Main Navigation Menu > click Reports.
Navigate to the desired report tile and > click Run Report.
Adjust the Date Range and/or Filter as needed.
Click the three-dot Action Menu > click Export.
🔍 Tip: Need to export your contact info only? Please visit the Export Contacts article.
🔍 Tip: Exporting a Birthday Report list can be used to generate a CSV file to send to a mail house, or to easily print addressed postcard reminders to send to your clients.
Product Report: Export Client Policies & Accounts
Sales Report: Export Commissionable Production
Transactions Report: Export Transactional Activity (Contributions & Withdrawals)