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.
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, Status, Age group, or Advanced 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.
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.
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.
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