PLEASE NOTE: MBO now limits the number & types of reports you can access related to your software subscription level. Depending on your MBO subscription level, you may not have access to pull this report. Please reach out to MBO if you have questions about accessing reports.
1. From your MBO account, click on Reports >> Clients >> Mailing Lists.
2. The Mailers & Data Exports page contains a box that at the top of the report that you can use to generate a report and filter the results of the report. To export all the people in your MBO database, enter the following criteria for the report and then click on the Generate button:
- Under the title "Mailer Lists", you'll see a drop down menu that says "Email List". Change this to "Mailing List".
- In the List Clients and Client's Opt-In Status field, select "All Clients". Leave all the other fields the same.
3. Once the report is generated, click on the green XLS icon to export the list to an Excel file and save it on your computer.
4. Take your saved report and send it to your onboarding coach at firstname.lastname@example.org, subject line: ATTN <Your Coach's Name>