> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating A New People Contact View And Exporting It

> In this article, you'll learn how to export a record of people who engaged with you before a specific date and how to save and manage these views.

## Video Tutorial

<video controls className="w-full aspect-video rounded-xl" src="https://publicassets.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/published_v8/video.mp4" />

In this article, you'll learn how to export a record of people who engaged with you before a specific date and how to save and manage these views.

**Step 1:** Navigate to the location shown in the following screenshot.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/8af64330-0510-4c6b-ac68-d68e15589799.png)

**Step 2:** Apply the necessary filters.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/b1e6486c-2c72-4d1a-87b4-5bb72b10fd93.png)

**Step 3:** Specify that you want to fetch all customer data.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/f44ada9c-fa5c-4197-8a55-be2d2873bf51.png)

**Step 4:** Define the time period. In this case, we're looking for customers who contacted you before January of the current year.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/fd1c42a6-67f5-46bf-a306-3492e94bb21e.png)

**Step 5:** After applying the filters, you'll have a list of all the people who fit your criteria.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/47855a5c-88eb-4785-8f5b-4c5ff31cfb85.png)

**Step 6:** To export this list, right-click anywhere on the page and select the export option. You'll have the choice to export the data in CSV or Excel format.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/99380a2e-6e48-4c84-8c83-480cff66a0b8.png)

**Step 7:** If you want to use this filtered view again in the future, save it as a new view.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/dfeac12e-da31-4afc-8937-d5a04b8cd194.png)

**Step 8:** Name your new view. In this example, it's named "Contacts engaged before Jan 2025".

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/e7773f5a-f960-4feb-bd31-31a889492ea9.png)

**Step 9:** If you want this view to be your default, mark it as "View Default". If not, leave it unmarked.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/e410ccae-97f2-47b9-8fb0-fcfbb78d1c47.png)

**Step 10:** Confirm your settings.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/63ac35dd-00ed-4abb-a974-03315fca54d4/9be365a4-5755-4bae-a297-022aa3e8a170/images/051a7a93-f013-4e0e-a1d5-813aba7c1ca4.png)

Once you've completed these steps, a green popup will appear, confirming that your view has been successfully updated. That's it! You're now ready to export your data and start sending surveys.