How to Export Client Demographic Information

This lesson will show you how to export your client demographic information into a different format (i.e. Excel, .CSV, .PDF, etc.)

**Trainer Tip: Once the file is exported, you can remove any unneeded columns of data and use an excel copy of the file to create a mail merge in Word.

Administration

Click on Administration

Client Administration

Scroll down to the Client Administration section and click on the Export Clients link.

Generate Export Report

1. Choose what clients you wish to export.

2. Choose if you want to include membership information.

3. Click Generate Report.

Exporting the Report

Choose your desired file type from the drop-down menu and then click on the blue Export link.

Open or Save the Exported File

Click Open to immediately view and edit the file OR click Save to store the file on your hard drive.