Client Profiles

Profile Export Report

  1. Go to: Reports >> Exports / Excel Reports >> Personal Profile Export
  2. Search for the desired profiles to include in your report
  3. In the “Basic Export Columns”, the following information may be relevant to your clients:
    • Name Fields
    • Status Fields: profile status, date of last status change
    • Address and Phone Fields: street address, telephone numbers, whether or not the person has enabled text messaging
    • Email and Social Fields: email addresses, Twitter/LinkedIn information
    • Misc Fields: unique ID, username, birthday, age, date profile created/updated, client date joined, years since client date joined, Region, role, group information (if applicable), notes, client notes for volunteers
  4. Custom Fields: Select the Custom Field values to be included in the export
  5. Other Settings:
    • File format (XLSX, XLS, CSV, TXT)
  6. Click the [Export Profiles] button

Looking for something else?

Enter your keywords and press Enter.