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In DonorPerfect, exporting data to Excel allows users to extract information efficiently. This involves creating an export template that controls which fields are included in the export. By saving selected fields, users can quickly export data multiple times without re-selecting options. Default templates cover all fields on a screen, while customized templates are tailored to user preferences. Users can find their export templates under the Settings menu and create new ones by clicking the "Create New Template" button. After naming the template, users select the template type from a dropdown menu, which determines the fields available for customization. For mail merge templates, main address fields are displayed, while other types include various fields.