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Exporting Client Demographic Data

This article explains how to bulk export client demographic data.

  1. In the top navigation, click your Profile icon.
  2. Click Exports.
  3. Click the Export Type drop-down menu, and then select Demographics.
  4. Under Client Filters, select the desired filters. 
    Note: If you don't want to use any filters, simply click DOWNLOAD.  
    1. Assigned to Staff - Click the Assigned Staff drop-down menu, and then select the desired Staff member. 
    2. Client Groups and Households - Click the Client Groups and Households drop-down menu, and then select the desired client group or household. 
    3. Creation Date - Click the Creation Date drop-down menu, and select the desired date. 
    4. Program Enrollment - Click the Program Enrollment drop-down menu, and then select Has or Does not have. Once you have selected one of the options, the Program filter displays. 
      1. Program - Click the drop-down menu to select the desired Program.
      2. Select the desired Enrollment and/or Enrollment End Date. 
    5. Recent Measures - Click the Recent Measures drop-down menu, and then select Has or Does not have. Once you have selected one of the options, the Measure and Measure Date Range filters display. 
      1. Measure - In this filter, you can select a specific measure, or you can select (Any Measure) if you want to export demographic data for all clients that have had or have not had any measure added to their client record. 
      1. Select the desired Measure Date Range. 
    2. Recent Services - Click the Recent Services drop-down menu, and then select Has or Does not have. Once you have selected one of the options, the Service and Service Date Range filters display. 
      1. Service - In this filter, you can select a specific service, or you can select (Any Service) if you want to export demographic data for all clients that have had or have not had any service added to their client record. 
      2. Select the desired Service Date Range. 
    5. Click DOWNLOAD.