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

14 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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