The export dialog
Clicking Export opens one dialog everywhere. Not every page offers every choice, but they all work the same way:- What do you need? A spreadsheet, or a printable list.
- Records. All of them, just your current filtered view, rows you have checked (on the Yahrzeits page), or a date range where one makes sense, like upcoming yahrzeits. Every choice shows a live count before you download.
- Columns (spreadsheets). Tick exactly the columns you want, from names and contact details to tags. Email and phone are separate choices.
- Only include. Narrow who makes the list, like adults only, or only people with an email address.
- Include on the list (printables). Choose whether phone numbers, emails, and mailing addresses appear on the printed page.
Member and household spreadsheet columns use the same headers the importer understands, so an exported file can go straight back in without re-mapping. Handy for a backup, or for cleaning data in a spreadsheet and re-importing it.
Printable lists
- Members: a household directory, grouped by family with the household’s mailing address, or a flat alphabetical member list.
- Yahrzeits: a list grouped by observance date, ready to read from or post.
- Donations and Dues: printable reports matching what the page shows.
Who can export
Downloading the membership directory requires the export permission, which only the Admin role has. Clergy, Staff, Financial Admin, Board Member, and Volunteer cannot download member data, even where they can see it on screen. This is deliberate. Reading one family’s contact details on screen and downloading your whole community’s personal information are different acts, and they are permitted separately. Yahrzeit records can be exported by Admin, Clergy, and Staff. Anyone who can see the Yahrzeits page can still download its printable list, because printing what is already on screen is a different act again; only the spreadsheet download is limited to those roles.Financial exports are separate and use a different permission. Financial Admin and Admin can export donations and dues even though Financial Admin cannot export the directory. See Dues and finances.
Exports match your choices
If you have filtered the Members page down to eleven board households, choosing Current view exports those eleven; choosing All members exports everyone. The count next to each choice tells you what you are getting before you download, and the line above the Download button confirms it.Handle the file carefully
An export is your community’s personal information in a single portable file: home addresses, phone numbers, birth dates, email addresses. A few habits worth keeping:- Download it when you need it, use it, then delete it. Do not leave copies in your Downloads folder for years.
- Do not email it as an attachment. Share access to the system instead, which is what roles are for.
- Do not put it in a shared drive that more people can reach than should.