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Filter, Save, or Export a list of Households
Filter, Save, or Export a list of Households

How to Filter a list of Households, Save a list of Households, or Export a list of Households.

Tony Sasso avatar
Written by Tony Sasso
Updated over 11 months ago

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Households can be managed from a filterable table. Saving a list makes it easy to access a dynamic list of Households in the future. Household exports are most commonly used as your physical mailing lists.


Filter a list of Households

  1. Navigate to Supporters > Households, from the side menu

  2. Click Add Filter

  3. Select and configure your filter(s)

  4. Click Apply


Save a list of Households

  1. Navigate to Supporters > Households, from the side menu

  2. Add at least one Filter

  3. Enter a name for the list

  4. From the list actions menu (3 dots), Click Save List


Export a list of Households

  1. Navigate to Supporters > Households, from the side menu

  2. From the list actions menu (3 dots), Click Export CSV

  3. Your export will be available to download from Settings > Exports. You'll also receive an email with a link to the export CSV file as soon as the export has finished processing.

10,000 records is the limit for a single export
Exports of Households are limited to 10,000 records at a time. To export more than 10,000 records you'll need to further segment your list or export from Fundraising Intelligence.



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