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.)

* 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

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

1. Choose what clients you wish to export:

- All Contacts: Every contact in your database

- All Members: All clients with active memberships (See How to Sell a Membership Contract)

- Birthdays this Month: All clients with a birth month of the current calendar month

- Birthdays Next Month: All clients with a birth month of the next calendar month

2. Choose the status of the clients:

- Include all: Chooses all contacts regardless of status

- Active: Clients with scheduled training sessions in the future

- On-Hold: Clients with sessions scheduled sometime within the past 60 days

- Non-Active: Clients whom have never been scheduled or have not been scheduled in the past 60 days

3. Click Generate Report

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

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