- Go to: Reports, then click on “Personal Profile Raw Data” found in the sidebar under General Reports
- Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
- Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
- In the “Columns to Include”, the following Basic Columns information may be relevant to your clients:
- Name Fields
- Status Fields: profile status, date of last status change
- Address and Phone Fields: street address, telephone numbers, whether or not the person has enabled text messaging
- Email and Social Fields: email addresses, Twitter/LinkedIn information
- Misc Fields: unique ID, username, birthday, age, date profile created/updated, client date joined, years since client date joined, Region, role, group information (if applicable), notes, client notes for volunteers
- Custom Fields: Select the Custom Fields to be included in the export
- Select desired options for Other Settings:
- Include last login date
- Select the desired File Format (XLSX, XLS, CSV, TXT)
- Optional: Click [Save This Report], to name and save your report for future use
- Name the search (200 characters maximum)
- Optional: Enter a Description
- Click the [Save] button
- Click either the [View Profiles] button to see it on screen, or the [Export Profiles] button to export the file