How to export filtered contacts
Filter the contact list by tag, email, phone, or creation date, then download just that group as a CSV spreadsheet.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
Exporting just a slice of the list is handy for sending an email invite, checking incomplete profiles, or taking a group of customers to another tool.
Where to find it in Cognizy
Step by step
- Step 1:
Open and click Filters.
- Step 2:
Choose the filters: Filter by tags, Has email, Has phone or Created on. In this example, Has email is set to Yes.
- Step 3:
Close the window. The list now shows only those who match the filter, and the export button changes to Export filtered, with the count in parentheses. Click it.
- Step 4:
The CSV file downloads to your computer. To go back to the full list, click Clear filters.
How to know it worked
A CSV file with the filtered contacts shows up in your downloads folder and opens in Excel or Google Sheets.
If something goes wrong
The button shows Export CSV instead of Export filtered.
No filter is applied. Without a filter, the button exports the entire list.
Next step
Save a filter you use often as a contact group.
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