Export your program participant list to Excel for reporting, mail merges, or external analysis.
Steps to Export
- Open the program
- Click Participants in the workspace navigation
- Click the Export to Excel button
- The Excel file will download automatically
What is Included in the Export
The export typically includes:
- Participant name
- Email address
- Phone numbers
- Mailing address
Creating a Mailing List
Instead of exporting, you can add participants directly to the Mail Room:
- Click Add List To Mail Room
- Name your new mailing list
- The participants will be added as a list you can use for communications
Use Cases
- Grant reporting (how many people served)
- Program evaluation surveys
- Creating mail merge documents
- Sharing participant data with partners