Badger Maps has an awesome feature that allows you to download a list of your accounts. This function lets you get a copy of your entire account list or just a portion of it based on a category or area on the map.
If you have to have a copy of your entire list, here’s what you have to do.
1. Go to Reports, select Accounts, and click Export Accounts.
2. A notification below the Export Accounts bar will be shown to let you know that your account list was already sent to your email. The list is downloadable within an hour after it was sent.
You also have the option to only download a specific group of accounts, and there are two ways to narrow down your list.
Filters under the Visualize feature can either be Text or Numeric, and below are the instructions on how these are done.
Text Filter filters pins according to text values.In this example, let’s say you want to export your Primary Care accounts under the Specialty field.
Numeric Filter filters pins based on numeric value. For this one, let's say you'd like to export the accounts that you've checked in for the past 365 days.
a. Click Tools, go to Lasso, and draw around the pins on the area where you want to export from.
b. Hit More, and choose Export Accounts.
c. A pop-up will tell you that the selected accounts are being exported. Another notification will be shown to confirm that the export is already sent to your email address. You can download the file from there within an hour after it was sent.
That’s all! Simple right? Go ahead and try exporting your accounts.
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