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In DonorPerfect, users can export data to Excel through a process called exporting, which allows for the manipulation of information outside the system. To streamline this process, users can create export templates that save selected fields, enabling repeated exports without needing to reselect fields each time. Default templates include all fields visible on a screen, but customized templates can be made to include only specified fields. All export templates are accessible under the settings menu, where users can create new templates by clicking the "create new template" button. Users must name their template and select a template type from a dropdown list, which determines the available fields for export.