Exporting People

Exporting allows you to download people data into Microsoft Excel files that can contain all profile fields (or just the ones you specify), including custom profile fields. Note: Event information, and contribution data are not included in the export, or custom options.

  1. Pull up the list of people you'd like to export (by running an advanced search, searching by tag, or another method). 
  2. On the right, click "Export."
  3. Select "Excel" from the dropdown list and then click "Download."

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Customizing an Export

Customizing an export allows users to specify which columns should be included on the export. To customize the export:

  1. Pull up the list of people you'd like to export (by running an advanced search, searching by tag, or another method).
  2. On the right, click "Export."
  3. Select "Excel" from the dropdown list.
  4. Click the pencil icon in the lower left corner of the window.
  5. Select the desired preset or select "Custom" to manually specify which fields should be included.
  6. Click "Download."

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Note: When "Grouping by Family" it will pull in all family members of those who match the search results. Individuals who did not match the initial filters will be brought in.

Saving a Customization

Saving a customization allows users to quickly select a specific group of fields to export. To save a customization: 

  1. Pull up the list of people you'd like to export (by running an advanced search, searching by tag, or another method).
  2. On the right, click "Export."
  3. Select "Excel" from the dropdown list.
  4. Click the pencil icon in the lower left corner of the window.
  5. Select "Custom" from the dropdown list and check the fields you'd like included.
  6. Beneath the "Specify Fields" label click "Save as Preset" and provide a name for your preset.

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Saved customizations are available only to the user who saved them and cannot be seen by other users from the same church.

Deleting a Customization

Deleting a customization removes that option from your list of available presets. To delete a customization:

  1. Select the "People" tab from the top right.
  2. Click "Export" on the right.
  3. Select "Excel" from the dropdown list.
  4. Click the pencil icon in the lower left corner of the window.
  5. Select the preset you'd like to delete from the dropdown list.
  6. Click the trash can icon just to the right of the dropdown list.1

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1Default presets cannot be deleted.
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Comments

27 comments
  • I attempted to export.  I clicked on export, selected directory and clicked on download and nothing happened.  what am I missing?  Please help

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  • Hey @churchsecretarymsbc

    Happy to help! Would you mind providing some additional information so that I can best serve you?

    Are you using a directory template? If so, which one?

    Looking forward to hearing back from you!

    Blessings! 

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  • I don't know.  I just need to be able to put the directory in print form for a few of our older members.  Maybe you can tell me the best way to make that happen?

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  • Hey @churchsecretarymsbc

    I am going to reach out via email so that we can get this resolved for you.

    Blessings! 

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  • Hi!

     

    How can I export one document of contacts for multiple tags? It only allows me to export individual tags, but not group them together.

     

    I want to be able to say all communion team and serving team members, but I cannot seem to find out how to download both at once and in one excel.

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  • @Ravynd

    Thanks for reaching out to the Forum!

    You are able to Export this from the People screen in the Advanced Filter Search. There, you are able to Export Multiple Tags at one time. 

    Simply select the Tags you'd like to see, then Use the Action Panel on the right to Export!

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  • thank you!!!

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  • Hello, I was trying to export data for just 28 people and it's taking forever to download. It seems it's not working. It's been on "preparing Export" for a long time and nothing is happening.

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  • @adexby

    We'd love to help! A couple of things you'll want to try:

    • Refresh your Browser and try and again.
    • Clear Cache & Cookies from browser / Close and then Restart browser
    • If browser is still not cooperating, choose another browser to see if you experience the same issue. 

    Please keep us posted on your progress here!

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  • Hello, is there any way for a preset report to be made available to all users on our account? We have a set of reports that we need several staff members to have access to and would appreciate not having to recreate the reports numerous times. 

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  • @sandranoble582

    Great question here! If you were Filtering the database for a specific group of people, then this could be saved and made accessible to anyone who logged in as an administrator for people. However, as it relates to reports, these are normally user based and cannot be accessed from multiple users. We sincerely apologize for any inconvenience that this may cause you and your team. The suggestion here would be to submit a feature request for future changes! See here: Submitting Feature Requests

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  • Is there a way to export address labels with all family members' names on them? I selected 'Mailing Labels' and 'Group by Family,' then chose Template Label B. However, this only gives me the parents' names and not their children as well.

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  • The "Export" button does not appear on our Breeze. We only have options for Text and Email. Is there a setting we need to change to allow export? 

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  • Hi @neil, 

    This is Annie with Breeze Support! Great to hear from you! That's a great question about the export button! 

    It is possible that your user, does not have the permissions to access the export feature. If you are not the main admin on the account, you will need to contact your admin to grant you the permissions to export. 

    If you are the main admin on your account, then you should be able to make this change on your own by going to:

    1. Go to Account Settings ()
    2. Choose "Users & Roles"
    3. Click "Roles" on the left.
    4. Click the pencil icon to the right of the role that you are assigned
    5. Click the small arrow next to People, then click the small arrow next to actions, and ensure the Export is checked.
    6. Once you are finished, click "Update Role."

    If you are still having trouble with this, please be sure to reach out to us! :) You can email us at support@breezechs.com and we would love to assist you further. 

    Blessings,

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  • I would like to print out one complete record (name, address, status, etc.) per person.  Contributions and attendance would not be part of this.   Each record would go to that person, on paper, for s/he to review and correct.  Does this have to go through Excel?  Or is there another way?  Thanks.

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  • @office

    That is a great question!  You could certainly export through Excel where you would be able to manipulate the file however you want.  Another option would be to go into an individual profile then right click on your mouse.  You could then choose "print" and use your browser's print function to print out that profile page.  

    If you need more help with this, please be sure to reach out to us! You can email us at support@breezechs.com and we would love to assist you further. 

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  • Is it possible/or are you planning to make it possible to create a customised report that other people in your organisation can also use rather than everyone having to self create the same report multiple times?

     

    0
  • Hey @diosecpa!

    This is a great question! I understand how this would be helpful for you and your ministry! While I haven't heard of the specific features that are being added, I do know our team is in the process of re-writing the "Export" feature! As a result, I definitely think you should provide your great idea to our Product team! You can learn more about submitting Feature Requests here: Submitting Feature Requests

    Currently, while you aren't able to save a customized report on a global level that each user within your account can use, there is the ability for each, individual user to save a report as a preset! :) This will save them from having to re-create a specific report each time! To do this:

    1. Pull up the list of people you'd like to export (by running an advanced search, searching by tag, or another method).
    2. On the right, click "Export."
    3. Select "Excel" from the dropdown list.
    4. Click the pencil icon in the lower left corner of the window.
    5. Select "Custom" from the dropdown list and check the fields you'd like included.
    6. Beneath the "Specify Fields" label click "Save as Preset" and provide a name for your preset.

    I hope this helps!

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  • In exported Excel files, all date fields are text strings. Are there any plans to change this so that they are readable by Excel as values? I know there are workarounds within Excel to convert the text into values, but I'd rather not have to take this extra step for a field that should be exported as a value to begin with. Should I submit this as a "feature request?"  Thanks!

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  • Hi @sstringer! This is certainly understandable! You want the exported data to already be formatted in the way Excel would expect, without having to make those changes with workarounds. I agree and I have to do this often too in Excel. Would you mind submitting a feature request as mentioned? That is the best way to have our Product Team keep track of this feedback. Thank you! 

    https://www.breezechms.com/feature-request 

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  • Is there some way to get this as an app so it is always on my phone ?

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  • Hey @wendyjohnsonm! I would recommend downloading the Breeze app on your phone, as you'll be able to reference information on your phone as you can like you're on the computer: https://support.breezechms.com/hc/en-us/articles/360002329954 

    Feel free to reach out to support@breezechms.com if you have any additional questions.

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  • Hi, I would like to export data including photo through Excel. Kindly advise how to do it. Thank you!

    0
  • Hey @vaassistant365, 

    Sadly, there is not currently a way to export the photos from profiles. I'm really sorry for the inconvenience. If you have any more questions, feel free to reach out to us at support@breezechms.com and we'd be more than happy to help.

    Blessings,

    0
  • I would like to create an export that only lists the First Name or Nickname and Last Name with other profile fields. (I don't want First Name if a Nickname has been entered, Middle Name or Maiden Name.  All of those seem to be included when Name is checked for customizing the export). Is this possible? I know I can just delete those columns and edit the First Name column to show the Nickname on the Excel spreadsheet, but that is time-consuming work.

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  • Hi-  I'm trying to customize a list with just members.

    When I click the pencil and then Custom, the drop down does not show a Member box to click on to filter.

    0
  • Hey @carolebishop723!

    Thanks for reaching out with this great question!

    As it turns out, if I'm hearing this correctly, this is a report that we should be able to generate! :) 

    I believe I will be able to serve you best over email. I will send you an email very shortly on how to generate this report!

    Thank you for your patience!

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