Infinity3 Help Centre
Practical guides and answers for your Infinity3 tools and services.
Export reports and records from Infinity3
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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
- Open Contacts → Smart Lists.
- Filter and select the required contacts.
- Use Manage Fields to choose the visible export columns.
- Select Export from the available menu and confirm.
- Open Contacts → Bulk Actions to monitor progress.
- 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.