Orgs & People Extract

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Location in standard build: Reports > Data Extraction/Mail Merge


File:DE 1.png


Data Extractions provide a way to export data about organisations/people stored on the system. You can choose:

  • which types of organisation/person you want information about
  • whether to filter these people (for example, only display people who live in a certain district)
  • whether to output the data directly to a spreadsheet, or to a Blue Folder Lookup



Creating a Data Extraction which produces a spreadsheet

Click on the menu item to see a list of the Data Extractions currently set up on your system, if there are any. Click "Create New Export" to create a new one.

File:DE 2.png


Choose who to extract

Click on the "Who To Extract?" tab.

File:DE 3.png


You can now choose the different Types of organisations/people to show details for. For each Type, there are three choices:

  1. Include
  1. Exclude
  2. Not Relevant