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export template basins there are many things you can do with your data inside donorperfect but when you need to pull information out of the system you can download your data into Excel a process called exporting you can control what fields appear in an export by using an export template saving your selected fields in a template lets you export again and again without having to select all the same email to each time default templates are set up to include all the fields on a screen a customized export template includes only the fields you select all of your export templates are listed under settings export templates and you can also create new templates from the screen click the create new template button to start first give your template a name then choose the template type from the drop down the template type determines what fields you can choose for your export template choose mail merge and the main address fields appear in the grid below all other template types include fields ass