Filevine Tutorial: Exporting Medical Providers
Published on August 21, 2025
Description
In this tutorial, Kenny Eliason walks through how to export a list of medical providers from Filevine using the Report Builder. You’ll see exactly how to set up the report, modify fields, and generate a clean export ready for use.
Steps covered in this walkthrough:
- Open Report Builder and choose your marketing list.
- Replace “Address 1” with “Address Line 1,” city, state, and zip.
- Add Company Name to the top of your report.
- Filter contacts by type: medical provider.
- Run the report, save it, and export to Excel.
By following these steps, you’ll have an accurate, organized list of medical providers in minutes.
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