Families & Students

How to export family data to a spreadsheet

Quick answer: Build a smart list of the families you want to export, then use the Export action to download a CSV.

Step-by-step

1. Open Contacts and build or open a smart list of the families.
2. Click the Export action.
3. Choose which fields to include — names, emails, addresses, tuition status, students' info, etc.
4. Choose the format. CSV is the standard choice and opens cleanly in Excel and Google Sheets.
5. Click Download.

Why this is useful

• Sharing a list with someone who doesn't have Growth Suite access — a board member, a vendor, your accountant
• Preparing data for a year-end report or audit
• Bringing data into another tool for a mail merge or analysis

Tips

• Exports contain real family information. Treat them like any other sensitive school data — store securely, delete when done.
• For large exports (hundreds of families), the file may take a moment to generate.

Related articles

• How to create a smart list