Exporting the Enrolled Members List
You can export your full list of enrolled members at any time. The export includes key enrollment details such as referral information, case manager, services, and attendance data. This is useful for reporting, auditing, and sharing information with case managers or internal teams.
In the Organization Management Module, select Enrolled Members from the side menu.
The Enrolled Members page will be displayed. Click the Export Enrolled Members button at the top of the page.
The Export Enrolled Members pop‑up modal appears. This modal allows you to customize the export so you receive only the data you need.
Customize your export file by selecting:
1. Date Range
Choose the enrollment date range you want the export to include. The system filters members based on when they were enrolled.
2. Data to be included
Choose which types of information you want to include in the export file. The modal organizes data into three categories:
Choose which types of information you want to include in the export file. The modal organizes data into three categories:
- User Profile - basic account details such as name, email, and demographic fields
- Enrollment Details - referral information, case manager details, services, and enrollment date
- Attendance - registration counts, attendance counts, engagement status, and leader feedback
After selecting your options, click Send Report. The system generates the file in the background. You will receive an email when it is ready for you to download.