Step 1: Go to the People page

From the left sidebar, click People. This opens your full people list, including members, visitors, adults, and children.

👉 Log in to Gracely to follow along.

You can export:

All people
Only active members
Visitors
Archived people
Or any custom filtered list

Step 2: Apply filters (optional but recommended)

Use Search, the All people / Active / Visitors / Archived buttons, or Advance filters to narrow down who you want to export.

Important:

Only the people visible in the list will be included
Active filters are always respected during export

This makes it easy to export exactly what you need.

Step 3: Open the export menu

In the top-right corner of the People page, click the three dots (⋯) menu.

Choose one of the following:

Export directory
Mailing Label

For exporting or printing your database, select Export directory.

The ⋯ menu at the top right of People: ① Export directory ② Mailing Label.

Step 4: Choose what data to include

A modal will appear where you can select exactly which fields to export.

Available fields include:

Full Name
Email
Gender
Birthday
Joined At
Created At
Image URL
City, State, ZIP
Membership Type
Marital Status
Baptism Date
Primary Address
Primary Telephone
Total Contribution (shown only if you have giving access)
Any custom fields you've created

You can also click Select All if you want everything included.

In Export Members: ① your active filters are listed, and only those people are exported. ② Tick the fields to include, or ③ use Select All. ④ Choose the format, then ⑤ click Export.

Step 5: Choose the export format

Use the format selector next to the Export button and choose your preferred format:

Directory (PDF)
- Best for printing or sharing
- Clean, print-ready layout that's easy to read
Excel (.xlsx)
- Best for editing, sorting, or importing into other tools

Once selected, click Export.

The format menu: ① Directory (PDF) ② Excel.

Step 6: Download or print

PDF directories can be printed directly
Excel files can be opened and edited in spreadsheet software

Your file will include only the filtered people and selected fields.

Helpful tips

Use filters first to avoid exporting unnecessary data
Including Image URL adds member photos to the PDF directory
Custom fields are available if they exist in your account
PDF directories are ideal for staff or printed church directories
Excel exports are ideal for reports and external systems

How to export or print your people database