Forums/Youth Assistant/Administration

Export to Excel

Josh Sherman
posted this on Jan 24 08:32 pm

1. Go to the "Individuals" area and click on the "Print" button in the top right hand corner.

2. Click on the "Export" button.

3. There are a few export templates that already exist for you. The "N-Spire Import file" has a lot of the core contact information on a person. Highlight the export template that you want and click the "Export" button.

NOTE: Make sure to put ".csv" at the end of the file name. That will make sure that the file opens up in Microsoft Excel.

If you would like to change the export template or create your own then click the "Insert" button and give the export template a name. Then click the "Modify List" button to add tokens to the new export template.

 
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