Exporting Client Demographic Data

To export client data:

1. On the right side of the top navigation, click the user profile icon, and then select Exports. 
   

2. Click the Export Type* drop-down arrow, and then select Demographics. 
   
   Note: To download all clients without using any filters, skip the remaining steps and simply click Add to Queue. An .XLSX document with all client demographic data will be downloaded to your computer when it is ready.  
3. To filter clients by the staff member the client is assigned to, click the Assigned to Staff drop-down menu, and then select the desired staff member.
   
4. To filter clients by Client Groups or Households, click the Client Groups and Households drop-down menu, and then select the desired Client Group or Household.
   
5. To filter by the date clients were created, click the Creation Date drop-down menu. You can then select one of the pre-filled date ranges (e.g. Any Date, Last 7 Days, etc.) or you can select a custom date range.
   
   1. To filter clients by a Custom date range, click Custom.
      
   2. Click the calendar icons in the From and To fields, and then select the desired Client Creation Dates.
      
6. To filter by whether or not a client has recently been enrolled in a program, click the Program Enrollment drop-down menu, and then select either Has or Does not have.
   
   
   1. Click the Program drop-down menu, and then select the desired program.
      
      Note: You can also choose to filter by clients who are enrolled in any program. To do this, select (Any Program). 
   2. To filter by the date clients were enrolled in a program (or Any Program), click the Enrollment Start Date drop-down menu. You can then select one of the pre-filled date ranges (e.g. Any Date, Last 7 Days, etc.) or you can select a custom date range.
      
   3. To filter by the date clients were un-enrolled from a program (or Any program), click the Enrollment End Date drop-down menu. You can then select one of the pre-filled date ranges (e.g. Any Data, Last 7 Days, etc.) or you can select a custom date range. 
7. To filter by whether or not a client has recently had measures added to their client record, click the Recent Measures drop-down menu, select either Has or Does not have, and then select the desired measure.
   
   1. Click the calendar icon in the Since field. You can then select one of the pre-filled date ranges (e.g. Any Data, Last 7 Days, etc.) or you can select a custom date range.
8. To filter by whether or not a client has recently had services added to their client record, click the Recent Services drop-down menu, select Has or Does not have, and then select the desired measure.
   1. Click the calendar icon in the Service Date Range field. You can then select one of the pre-filled date ranges (e.g. Any Data, Last 7 Days, etc.) or you can select a custom date range.
9. Once you have selected the desired filters, click Add to Queue, and then the file downloads automatically when it is ready.