IO Lists - Pledges: How to export a pledges list

How to export a pledges list

  1. Go to the Pledges page.
    • Using the Navigator Bar, select Pledges.
      -or-
    • Using the Pledges Card, select Go to Pledges.
      IO_Pledges_Smaller.png
  2. In the Filter Panel on the right, narrow down your results by selecting a fund and any other filter you wish to use. Click the magnifying glass at the top of the Filter Panel. See How to search for a pledge record.
  3. From the list that populates, you may either select the pledges you want to export or to export all of the pledges on the current filtered list, click the export button at the top right of the page.
    export_pledge_list_from_pledges.png
    • Choose between PDF or Excel
  4. You may also check the Pledge Reports.
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