Filter sends by template, list, status and date
Select template, source list, send status and date-range filters. Add them one at a time to see which condition narrows the result.
Select template, source list, send status and date-range filters. Add them one at a time to see which condition narrows the result. Confirm that the result count and rows match all selected filters.
Before you start
- The correct source file or filter
- Permission to process contact data
Step by step
Open Data Management → Export
Go to Data Management → Export from the main menu. Confirm that the selected record matches the task you are about to complete.
Filter sends by template, list, status and date
Select template, source list, send status and date-range filters. Add them one at a time to see which condition narrows the result.
Check the result
Confirm that the result count and rows match all selected filters.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
