- Create a query of the same record type as the export (i.e. constituent or gift) with criteria for the records to include in the export.
- Sort the query by the appropriate field(s), such as last name, zip code, or gift amount.
- Create an export based on the query created in steps 1 and 2.
To sort outside of The Raiser's Edge:
- Open the exported file in Excel.
- Highlight all columns in the spreadsheet.
- Select Data, Sort from the menu bar.
- Select up to three columns to sort by.
- Click OK .