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Filevine Tutorial: Exporting Medical Providers

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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.

Tags

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Transcript

Extract your medical providers from your file line. So you go to report builder and choose marketing list. Gonna remove address one, and instead, you're going to add address one line one to city, Eight. Zip. Also gonna add company name. It has to be at the top, but it can be. And that should be good enough. Next. Gonna search for type. Contact type is medical provider. Run report. There they are. Hit save and export. Download as Excel. Send me that document.