How to Download a Saved Account List to a .CSV

Prerequisites

To use this feature, you must have Terminus Data Studio as part of your subscription.

Overview

Within the Terminus Platform, Account Lists can be used for filtered, highly-segmented reporting, as well as used in the Engage product to orchestrate account-based digital advertising campaigns.

Account lists can also be exported directly from Data Studio, via a .CSV download, to share with external teams for sales prioritization, or to orchestrate additional marketing programs.

To download a saved account list, you must first select the desired list from the "Account List" section in Global Filters:

Next, select the "Download CSV" button on the top right of the Accounts listed:

Your CSV download will look like this, and will include the SFDC Account ID, as well as any of the data columns you had visible/selected in the account table at the time of the download: