Exporting Data to Excel

Created by Help Desk 2, Modified on Fri, 02 Jun 2023 at 03:29 PM by Help Desk 2

Exporting Data to Excel

If you need to export data from the system for further use, there are convenient options available to create comma-delimited files (.csv) that can be easily opened in Excel.

For member data, you can accomplish this by utilizing the reporting/lists/labels feature and selecting either Extract or Detail Extract. Additionally, when creating custom reports, you can choose Extract as the output type.

In various modules such as event registration and member billing, you will often come across similar functions that allow you to create 'csv' files or 'extract' files, all of which can be seamlessly opened in Excel for analysis or manipulation.

By utilizing these export options, you can conveniently transfer your data to Excel and leverage its functionalities for further processing and analysis.

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