ListMatchGenie

Match wizard — Export

Download your match results in CSV, XLSX, PDF, or PPTX. Pick the format for your downstream use case and (optionally) include audit columns.

The Export step turns the match results into a file you can use outside ListMatchGenie. Four formats are available; each is tuned for a different downstream workflow.

The four formats

CSV

UTF-8 with byte-order mark (BOM) so Excel and Google Sheets open it cleanly. Single file: every source row plus matched master columns plus _lmg_ metadata.

Best for:

  • Re-importing into another tool (CRM, warehouse, marketing platform)
  • Downstream data-processing pipelines
  • Large outputs where XLSX would be slow to open

XLSX

Multi-sheet workbook:

  • Results — all source rows with match columns
  • Matches — just the rows classified as match
  • Review — just review-queue rows
  • Unmatched — just the unmatched rows
  • Summary — the stat cards and Genie's Take in a readable format
  • Cleanse log — per-column cleansing report

Best for:

  • Sharing with non-technical stakeholders
  • Situations where you want the "story" of the match accessible in one file

PDF report (Pro+)

A branded, analytical report with executive summary, charts (score distribution, pass breakdown, pivots by dimension), key findings, and sample rows. Styled for executive consumption.

Best for:

  • Sharing results with stakeholders who don't need the raw data
  • Archiving match jobs as auditable artifacts
  • Attaching to proposals, review decks, and reports

PPTX presentation (Business)

An editable slide deck with the same narrative content as the PDF but in presentable form. Title slide, executive summary, 3–5 key findings, and a summary slide. All text and charts are editable in PowerPoint.

Best for:

  • Sales/account management review meetings
  • Monthly or quarterly reporting decks

Options

Include audit columns

Adds per-field score columns (_lmg_score_first_name, _lmg_score_email, etc.) to the output. Widens the file but enables precise audit of why each row scored what it did. See lmg columns.

Include originals

Keeps both the original and cleansed values for every column. Doubles the column count, useful if you want to verify cleansing didn't change something it shouldn't have.

Filter to specific classification

Export only matches, only review cases, only unmatched. Smaller output, faster downstream processing.

Filename

You can override the auto-generated filename. Useful when feeding downstream systems that expect specific naming.

The Export screen offers two delivery modes:

  • Download — file saved to your computer immediately
  • Shareable link (Pro+) — generates a tokenized URL you can share with anyone, with optional password protection. See Sharing reports.

Exports are also generated and available from the job detail page later — you don't need to finish the wizard in one sitting.

Tier restrictions

FeatureFreeStarterProBusiness