Alumni: Exporting Alumni to Custom Excel Report

You can export all of your alumni information into a comma-separated values (CSV) file. This report can be adjusted using the steps below.

Custom Alumni Report:

1. From the Main Sections menu, navigate to Home > Alumni > Alumni Report
2. From here, click on "1) Select Report Filter Options:" if the options are not expanded already
   • Select the filters you would like to apply to pull only specific Alumni
   • Part: Will pull only the alumni with the selected  part(s)
   • School Year: Will pull alumni will the selected school year(s)
   • Last Name Like: Will pull alumni who contain the text entered in this field in their last name
   • First Name Like: Will pull alumni who contain the text entered in this field in their first name
   • Order By: Will sort the alumni by the column specified
   • Show Gridlines: Toggling this on will show the lines in the grid to help visualize the report in the browser
   • Search Notes for: Will pull alumni who contain the text entered in this field in their notes
3. Click on "2) Choose Fields to Display"
   • Select the final report options to change the title of the report, export directly to excel, and select only specific fields to show
   • Report Title: Will change the title of the report to what the user enters in the text box
   • Export Directly to Excel: Will pull the report in excel vs. first displayed in the browser view
   • Fields: Toggle on the fields you would like to have pulled into your report

4. Once you are ready to view/download your report, click