Profile Response Export

Once a profile has been completed for a group of records (either internally or externally) the responses can now be exported. To export your profile responses, you will need to do the following:

  1. Access a rollup list
  2. Select the records you would like to export responses for
  3. Choose Export Profile from the action dropdown
  4. Use the dropdown to select the Profile you would like to export
  5. Choose a last modified date using the Greater Than/Less Than dropdown and selecting a date from the calendar picker. The profile will need to have been completed within the period selected.
  6. Choose Export