A query can be used to export data from a Research Group:
  1. Create an ad-hoc query
  2. In Field Explorer, expand "Research Group Member"
  3. Add criteria of "Research Group > Name is equal to [the group you want to pull]"
  4. Choose the fields that you want to see in Excel to the Output box (i.e. Wealth Capacity and Wealth Information)
  5. Click the Excel icon at the top of the query to export this data to a location on your computer, if there are 500 or fewer rows.
  6. If your query contains over 500 rows you will need to Export the file using the export Process