Accounts/Members: Export accounts/members roster to Excel spreadsheet
Admin Level - Superuser
These steps will allow you to export accounts and/or members to a spreadsheet.
- Go to Account or Member Admin.
- Chameleon users: In the side menu click Team Admin > Account/Member Admin. Stay on Accounts tab or click Members tab.
- New CMS users: In the side menu click Team Tools > Accounts or Team Tools > Members tab.
- Set any desired filters using Customize Filters and click Done.
- Check the box next to the “Last Name” column header to select all.
- Click Export > Custom Excel Export.
- Select any fields you want included in the spreadsheet. You can include fields for both accounts and members.
- Click Create Report.
- Open the XLS spreadsheet in Excel or your favorite spreadsheet program.
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