Exporting Data
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      1. SureImpact Knowledge Base
      2. Exporting Data

      Exporting Client Demographic Data by Program

      This article explains how to bulk export client data by program.

      This report displays all clients and the programs they are assigned to.

      1. In the top navigation, click Programs.
      2. Click Import/Export Data.
      3. Click Export All Program Data.
      4. To filter client data by date, click the Start Date filter, and then select the desired Start Date. Click the End Date filter, and then select the desired End Date.
      5. To filter by Status, click the Active Status button, and then select Active or Inactive.
      6. To filter by Ethnicity, Gender, or Race, click the desired filter button, and then select the desired filter.

        Note: If you decide you want to remove a filter you have applied, simply click the X next to the filter you have applied. You can also click Clear All Filters to remove all filters you have applied.

        1. Once you have applied all of the desired filters, click Download.