Excel Export – New Sort for Family Members Option

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 row 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

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