Exporting Groups of People in Tags

To export people data within a tag to various formats (Excel, Mailing Labels, Name Tags, etc):

  1. Select the "Tags" tab from the top right.
  2. Navigate to the folder containing the tag and click the tag.
  3. Click "Export" on the right.
  4. Select the type of export you desire and click "Download."

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9 comments
  • Is there a way to export those tagged organized by tag? For instance, we track small groups by tag and I would like to export lists of all our small groups to send to church leadership...

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  • Hey @mallory!

    Yes.

    1. Select the "People" tab from the top right.
    2. On the left, click "Show More Filter Options."
    3. Scroll to the bottom
    4. Tags
    5. Contains
    6. Select all of the criteria (small group tags) you would like to filter by. Results will show up on the right
    7. Export
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  • hello Emily W, 

    regarding trying to get a list of people organized by their tags,

    I did the steps you mentioned above and unfortunately the produces a list of all the people with a tag.  But the excel spreadsheet doesn't actually contain the tag.

    So i now have a list of 100 people.

    I would like a list (single excel sheet)  that has a list of the 100 people and the small group tags they have.  

    is this possible?

    Thanks for your help.

     

    Roger G

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  • Aha, I did find the ability to export ALL the tags with just the names of people which each tag.

    under: DASHBOARD|MORE|ACCOUNT SETTINGS| MORE|EXPORT|TAGS

    So that is a possibility, but what we really need is not helpful since i have to delete 60+ sheets of the other tags, just to create a speadsheet of the small groups, and that without contact information.

     

    We could use TAG|REPORT|SELECT TAGS TO INCLUDE|SELECT INFO TO INCLUDE| EXPORT.

    Now that would be amazing.

    Roger G

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  • Hey @Roger!

    Thanks for the clarity here! Going back to Emily's suggestion is definitely the best way to do this. I've included a video to show you how: https://cl.ly/158b7c6af06e 

    If you have any additional questions, please contact our support line for assistance!

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  • Hello! Wondering if there is a way to export an entire folder of tags, or multiple tags at once? Right now, I export each individual tag and then have to combine them into a spreadsheet, but would love to export multiple tags at once. Thanks!

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  • @claire

    Thanks for reaching out to the Forum today! You can Export information about the people in multiple Tags straight from the People Screen. Simply used the Advanced Filter Search (over on the left of the People screen) and scroll to the bottom in order to select the Tag Folders you would like to see. After that, you have access to the Action Panel on the right to Export whatever information you would like! 

    I hope this helps! 

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  • I am trying to export our membership sorted by small group.  We use tags to do this.  I can't figure out how to do it where it lists the group name.  I can only do it where it shows all groups and then gives me and x if they have that tag and n/a if they don't.  I can't sort it that way.

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  • @hans

    An Export in the way you are wanting to view it is not possible within Breeze unless you Export each Tag (From within the Tag) one by one and Title it Manually. I understand that this isn't super Breeze and certainly apologize for any inconvenience that this may cause. The report with the "x" is the next closest thing to a full export of everyone in Tags with all of their Multiple Tag affiliations.

    Cheers!

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