> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kehillahq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting your data

> Download your directory and yahrzeit records as spreadsheets.

Your records are yours. You can download them as CSV files, which open in Excel, Numbers, or Google Sheets.

## Who can export

Exporting the directory requires the export permission, which only the **Admin** role has. Clergy, Staff, Financial Admin, Board Member, and Volunteer cannot export 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.

<Note>
  Financial exports are separate and use a different permission. Financial Admin and Admin can export the dues list even though Financial Admin cannot export the directory. See [Dues and finances](/finances/overview).
</Note>

## What you can export

<Tabs>
  <Tab title="Members">
    One row per person, sorted by last name:

    First Name, Last Name, Hebrew Name, Email, Phone, Date of Birth, Family Role, Status, Membership Type, Household
  </Tab>

  <Tab title="Households">
    One row per household, sorted by name:

    Household Name, Address, City, State, Zip Code, Phone, Primary Contact, Member Count, Joined Date
  </Tab>

  <Tab title="Yahrzeits">
    One row per yahrzeit record, sorted by the name of the person being remembered:

    Deceased Name, Hebrew Name, Date of Death, Relationship, Remembrance Calendar, Remembering Family Member, Family Member Email, Notes
  </Tab>
</Tabs>

## Exports are always complete

This surprises people, so it is worth being explicit.

**An export contains every record, not the filtered view on your screen.** If you have filtered the Members page down to eleven board households and then export, you get your entire membership, not those eleven.

To work with a subset, export the whole file and filter it in your spreadsheet.

<Note>
  The dues export behaves differently: it covers the dues year you are looking at, and it lets you pick which columns to include. See [Dues and finances](/finances/overview).
</Note>

## 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.

If your congregation has a data protection or privacy policy, an export is exactly the kind of thing it covers.