If you have not created your Relationship Groups and Types and have not Assigned your Relationships to your Placements, please complete these steps first before moving forward with this guide.

To get started, navigate to your Placements Grid. Once here, you can select the Export option in the upper-right corner, select one of the Excel options (CSV cannot export Relationships and Splits), and ensure you select the option to include Relationship Data. Lastly, select Start Export.

Once exported, you will see a second tab for Relationships on the Excel file where you will find your Relationship data:

Pro Tip:

If you need to export your Relationships and Splits for Placements within a specific Time Frame, you can use Find to create a query.

For example, to export all Placements that took place last week, select Find and add the When filter to add your dates, then export.

Learn all you need to know about Relationships with our Master Guide below!