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In DonorPerfect, exporting data to Excel allows users to pull information from the system effectively. The export process can be customized using export templates, which let you select specific fields for export, making repeated exports easier. Default templates include all fields on a screen, while customized templates consist only of selected fields. Users can find all export templates under the "Settings" menu. To create a new template, click the "Create New Template" button, name the template, and select the template type from a dropdown menu. This type dictates which fields are available for selection, with "Mail Merge" showing main address fields in the grid.