---
title: Export reports and records from Infinity3
description: "Download the information you need for review or sharing. Export options vary by module and permissions. #### Before you start Decide whether you need a report summary or individual records. Check the audience and include only the relevant information. ####…"
url: "https://www.infinity3.co.uk/help/export-reports-and-records-from-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Reporting & Dashboards"
---

# Export reports and records from Infinity3

Download the information you need for review or sharing. Export options vary by module and permissions.

#### Before you start

Decide whether you need a report summary or individual records. Check the audience and include only the relevant information.

#### Export contacts

1. Open **Contacts** → **Smart Lists**.
2. Filter and select the required contacts.
3. Use **Manage Fields** to choose the visible export columns.
4. Select **Export** from the available menu and confirm.
5. Open **Contacts** → **Bulk Actions** to monitor progress.
6. Download the completed CSV.

Contact export requires administrator access in the documented export flow.

#### Export opportunities

Open the intended opportunity Smart List, check its filters, then use the three-dot menu beside **Add Opportunity** and select **Export** where available.

#### Export a report

Open **Reporting** → **Custom Reports**, select the report and use its available PDF export option. Check its date range and widget settings first.

#### Check the file

Open the download and confirm the expected records, columns and period. Check how multiple rows or items are represented before adding totals.

#### Things to know

- A PDF summary and a CSV record export serve different purposes.
- A contact CSV does not include the full conversation or automation history.
- Download availability and delivery differ between export types.
- Store and share files according to your team’s customer-data process.

If information is missing, check filters, visible fields and permissions before contacting Infinity3.