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Can I export my clients from Coaches Console to an Excel spreadsheet?

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Marius
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The export is not an Excel spreadsheet as file type, but a .csv (comma separate values) file that can be opened in Excel. From there, you can save the file as an Excel spreadsheet. How to get the .csv file with your client data:

  1. Navigate to the Reports menu (in the main left menu) > Clients section > Clients Report.

  2. Choose from the 'Fields to include' drop-down list the data you wish to be included in the report.  Simply check the options you desire (first name, last name, email, address, etc.) and run the report.

  3. Check the contact types you want to include and add the groups (if the case).

  4. Once the report has been generated, at the top right corner of the report page you will have the option to download the report (as a .csv file).

clients-report-groups-types.pngclients-report-fields.png

Please note that you need to follow a specific set of steps to open a .csv file correctly in Excel:

  1. Open the file in Excel.
  2. Select the column with the data.
  3. go to the Data menu and select "Text to columns".
  4. In Step 1, choose "Delimited"
  5. In Step 2, select "Comma" as delimiter and " as text qualifier.
  6. Click on Next and Finish.
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Comments

  • Avatar
    Sally Eames

    This doesn't work in my V3. Instead, the file opens as a webpage with all of the information on it. And I cannot save it as a .csv file. I'm using Safari. I don't know whether that makes a difference.

  • Avatar
    Marius

    Hi, Sally,

    All client reports and client data files exported from the Console are in the .csv (comma separated values) format. I tested with a Clients report in my account and I can open the file in Excel.

    So, a couple of questions for you would be: do you have Excel on your computer and, if so, did you follow the instructions in this article for opening .csv files correctly in Excel? I ask because it would seem that either you don't have Excel on your device or do not select Excel as the program to open the file with, and your operating system tries to open the .csv file with the first suggested application that you have on your device.

    If you encounter further obstacles or have more questions about this, I recommend that you submit a ticket to us in the Help Desk with details. :)

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