Exporting Rollups

Rollups have the ability to be exported to a file from PCRecruiter.

  1. Select Rollups from the main toolbar
  2. Click on the number under the record type of any rollup list to access the records you wish to export.
  3. Choose the Export icon from the Action toolbar.
  4. The export function will export your current rollup layout fields, to learn how to customize these fields click here.
  5. If you check Default Fields, the export will include default record and contact information.
  6. Click either CSV or XLSX to export in the desired file format.