What is a Custom Export?

Redtail CRM has many Standard Reports built in to your database.  Additionally, there are standard exports and reports available as Result Options on your Advanced Search page.  Still, you may find that none of our default reports or exports contain the exact information that you need to produce in Excel format.  This is where Custom Exports come in handy, as they allow you to handpick the fields within Redtail that you'd like to see in your Exports, and then run those Custom Exports for individual contacts or in bulk.

You can learn how to set these up and use them within Redtail here.

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