Exporting All Fields on Person to an Excel File

by Jhoselle Sacro

Have a long list of entries that you want to interact or export? Here’s how to select all rows in any list

  1. On the left-hand side of the homepage, head to the People section’


  2. Navigate to any section that displays the list of people (All People List, People List in Group, Participant List in Class, Participant List in Course)

  3. Select your desired people to export or to export everyone click on the top most checkbox similar to Gmail



  4. To proceed with exporting these records, click the wrench icon on the right-hand side of the page and click Export (N selected); where N is the number of records to be exported.



  5. By default, all fields visible in the list view are shown as selected for export. However, these can be removed by unticking the checkbox beside the column name
  6. You can add additional details to the exported list by scrolling down to the bottom of the pop-up and ticking the checkbox beside the information that you would like to be added

  7. Click Next

  8. In this section, you can modify the default order in which the information of a person is shown and exported as by dragging each row via the six-dots on the left-hand side



  9. If the Primary Member Organization is also selected, another column called Organization will be added to the exported list to show the primary and all non-primary organizations



  10. If an Address is selected among the information that is to be included, other columns for each address field will also be exported.



  11. Once all the necessary configuration has been finalized, click the Download button. A pop-up message will appear as shown below



  12. The exported file can be accessed in the My Downloads section of Engagifii