Excel Export - New Sort for Family Members Option

Leah.Davenport • December 5, 2012

The toolbar! That's where you find all the cool stuff - like sending emails, getting exports, generating reports - all sorts of stuff. You may be interested in a recent change we made to one of our Excel Exports that relates to how this report sorts.

Select Export > Excel and then, in the dialog box, select Family Members . By selecting Family Members , this export will contain one item per person for  not only the people in your Organization or your search results, but also all the members of the family , even if your search was only for children. This export will sort as follows:

  • Primary Adults
  • Secondary Adults in descending order by age
  • Children in descending order by age

Read more about this and the other options available on the toolbar.

Karen

Share by: