To export multiple records from the system in CSV format, follow these steps:

Step 1: Create a Saved Search

1. Use the search bar to find the records you want to export.
2. Click the Save button located to the left of the search button.
3. Enter a name for your saved search and confirm.

⚠️ Important: Remember the name you use—you’ll need it for the export step.

Step 2: Export the Records

1. Navigate to Import & Export from the left-hand menu.
2. Select Export.
3. Choose the saved search you just created from the dropdown.
4. Set the export format to CSV.
5. Click Run Export.

Your CSV file will now be downloaded to your device.