How to Export Peoples' Profiles to Excel

This topic shows you how to export people profiles to an Excel spreadsheet. You can export all of your people profiles (the entire Individuals grid) or find people using filter criteria and create a filtered list of profiles for export.

  1. On the Home page, click the Individuals tile to open the Individuals page.
  2. If necessary, use the filters to create a list of people whose profiles you want to export. For various ways to find people, go to How to Search for People.

The Individuals grid updates to show the names of people matching your filter criteria. 

  1. Select the checkbox next to the name of the individuals whose profiles you want to export.
  2. In the toolbar in the upper right, click this button:  (Export Search Results).

    Enables you to export the results of a people search to a .csv file. After the file downloads, you can open it and save it on your device. 

  3. In the Enter File Name field, type a name for the file. Then, click .

The system downloads the file.

  1. Follow your browser's process for opening downloaded files.
  2. If desired, save or print the file. 

 

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