Subject: Export to Excel or CSV Files
Category: Misc

The following sample applies to Accounts List window. If you are using another window, field list will be different, but the procedure is the same.

Right click on accounts list and from menu select Export to Excel or CSV. See below.

Select the fields you want by double clicking them, then click Export to Excel. This will include the field names captions.

NOTE: You may save the fields to a meaningful file name using the Save Field List button, so next time you can use the Open Field List button and then you only have to deal with those fields you selected next time you need the same report.