Exporting to Excel

September 5, 2024

To export data for usage, the system offers several ways to create comma-delimited files (.csv), which can then be opened in Excel.

For member data, you can do this via reporting/lists/labels and choosing Extract or Detail Extract.  You can also create custom reports, and use Extract as an output type.

Within event registration, member billing, and other modules; you'll frequently see similar functions to create 'csv' files or 'extract' files, all of which can then be opened in Excel.