Exporting Data

Exporting data to Excel or CSV works the same no matter what table you're exporting from. Sometimes there is a stand-alone Export button, but it's often in an Other Actions menu button. This article will show screenshots of a few different places where exporting is available.

Important note about datasources: when exporting you will often have more than one datasource to select from. A datasource simply means the data you can include in the export. For example, the People table has several datasources to choose from so that you can include just the data you need. Sometimes you might want very basic information about a person and other times you might want very detailed information. Or, maybe you want information that is about a household and everyone that lives there. These are just examples of exports you might do but the takeaway is that each table will have its own selection of datasources. See examples below for a visual of this.

Exporting Data From the People Table 
Exporting Data From the Students Table
Exporting Data from the Leads Table
Exporting a Course List from a Course
Exporting Alumni Records

Exporting Data from the People Table

1. From the People table...
2. Start by filtering for the necessary records. Click Other Actions > Export People. 
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3. This will take you to the Export Wizard screen where you will want to choose the correct Datasource option. The Datasource options for the People table are as follows.
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Exporting from the Students Table

1. From the Students table...
2. Start by filtering for the necessary records. Click Other Actions > Export Students. 
   
3. This will take you to the Export Wizard screen where you will want to choose the correct Datasource option. The Datasource options for the Students table are as follows.
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Exporting Data from the Leads Table

1. From the Leads table...
2. Start by filtering for the necessary records. Click Export Lead Data.
   
3. This will take you to the Export Wizard screen where you will want to choose the correct Datasource option. The Datasource options for the Leads table are as follows.
   

Exporting a Course List from a Course

1. Go to Courses > Courses > Edit a Course. Scroll Down to the Registrations tab > click Other Actions > Export Parents or Export Students
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Exporting Alumni Records

1. Go to People> Alumni Records> Filter how you would like> Select some or all students> Export Alumnus Data
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2. Select the Source Column Names> Go down to the bottom and click Export Selected (xlsx)

Leave Datasource as is: Alumnus Basic