How to Export a List to a Spreadsheet or .csv File

You can quickly export a list to a spreadsheet or .csv file.

1. Do one of the following:

• Click to display the Family List page.

• Click to display the Member List page.

2. If you manage multiple organizations, select the desired organization from the Organization list.
3. If desired, apply the basic filters or advanced filters to create a filtered list of families or members you want to export.
4. Click .

The .csv file is created.

5. When prompted, choose the appropriate save option. Options vary depending on the browser you are using:

• Internet Explorer: click .
• Firefox: select Save File and then click .
• Chrome: click .
• Safari: click .

All fields in the list are exported to columns in the .csv file. The file also includes a Mailing Name column.

Related Topics

How to Filter Records

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