Summary: Learn how to seamlessly extract essential church member information into Microsoft Excel files. This guide covers how to run standard exports, customize your data columns, and save templates for future use.
Before You Begin
Required Permissions: To export people data, your User Role must have the exact permission for People > Export] permission enabled.
Data Limitations: Event information and contribution data are not included in the People export or its custom options.
Step-by-Step Instructions
Run a Standard Export
Pull up the list of people you'd like to export in the People tab.
Select each individual check box, or choose the Select All check box.
Click Export on the right side of the screen.
Select Excel from the dropdown list.
Click Download.
Customize an Export
Pull up the list of people you'd like to export.
Select the desired check boxes.
Click Export on the right.
Select Excel from the dropdown list.
Click the Pencil icon in the lower left corner of the window.
Select a pre-existing preset, or select Custom to manually check the fields you want included.
Click Download.
Save a Customization PresetNote: Saved customizations are available only to the user who saved them and cannot be seen by other users from the same church.
Follow steps 1-5 above to open the customization window.
Select Custom from the dropdown list and check the fields you'd like included.
Click Save as Preset (located beneath the "Specify Fields" label).
Enter a name for your preset and save.
Delete a Customization PresetNote: Default system presets cannot be deleted.
Navigate to the People tab and select your desired people.
Click Export on the right.
Select Excel from the dropdown list.
Click the Pencil icon in the lower left corner.
Select the preset you'd like to delete from the dropdown list.
Click the Trash Can icon just to the right of the dropdown list.
Troubleshooting & FAQs
Why don't I see the Export button? If you cannot see the Export button, your User Role does not have the correct permissions. You must reach out to your church's Account Owner or an Admin to grant you the [Insert exact permission name] permission.
Why won't my export file download? Pop-up blockers often prevent downloads from the People section. Disable the pop-up blockers for Breeze in your browser settings (Chrome: Allow or Block Pop-ups, Safari: Manage Pop-ups, Firefox: Pop-up Blocker Settings, Edge: Adjust Pop-up Settings), then try exporting again.
Why are extra people showing up in my custom export? If you are using the "Grouping by Family" option, the export will automatically pull in all family members of the individuals who matched your search results, even if those family members did not match the initial filters themselves.