To use a list with a spreadsheet application such as Microsoft Excel or Google Sheets for analysis or offline reference, you can download its information as a comma-separated values (CSV) file.
Tip: A CSV file is simply a snapshot of a single moment in time. For the current and most accurate information, refer to the lists directly in Raiser's Edge NXT on your desktop or mobile device.
To download a list of 500,000 records or less as a CSV file:
To choose which records to include in the CSV file, select Filters and choose the applicable criteria. For more information, see List Filters.
To choose which information to include about the records, select Choose columns , choose which details to include, and select Apply changes. For more information, see List Columns.
Select Export .
When the export completes, select Download file.
Note: For security purposes, the Download file link automatically expires after one hour or if your Blackbaud ID signs out during the export or before you download the file.
Tip: By default, the name of the CSV file includes the list's name — or type, if unsaved — and the date of the export. To update the file name, rename it after it downloads.
Before you export a CSV file, select Choose columns on the list, choose which details to include, and select Apply changes.
When you export a list:
Columns with multiple types of data — such as Constituent summary or Latest gift in a constituent list — appear as multiple items in the CSV file, one for each value.
For a column with multiple values of the same type of data, such as Constituent code for an engaged constituent or Campaign for a split gift, its values appear grouped together — separated by semicolons — as a single item in the CSV file.
Depending on the type of list, a spreadsheet created from an exported CSV file may automatically include additional columns.
Is anonymous — For an exported gift list, the Is anonymous column indicates whether a gift is given anonymously.
View record — To open an exported record in Raiser's Edge NXT, select Open in NXT for its row.
Note: Admins! To help protect and control your constituents' personal data, we recommend you enable only appropriate people to export from Raiser's Edge NXT. In Control Panel, you can choose who can export lists from Lists or Fundraising, Work. For more information, see List Rights or Fundraising Work Center Rights.