This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.
Further Reading
The Parents tab contains helpful data regarding parent details like email and phone number, as well as custom field responses that are relevant to your organization. Now you can easily export all that data into a spreadsheet with the click of a button.
Filter Options
You have the following filter options available for this export:
- Account Status - You can select which account statuses (Active, Invited, Not Invited) you want to export. For example, you could export only status 'Invited' parents to receive a list of emails to contact about setting up their accounts.
- Type - You can filter for Parents, Donors, or All.
Export the Data
To export the data, simply click the white EXPORT button from the Parents tab and save the file for use in Excel, Google Sheets, or your spreadsheet program of choice.