Exporting Resident Information

This article will describe how to export all of the resident profile information for all residents into a Microsoft Excel CSV file.

Please follow the instructions below to export resident data into an Excel CSV file:

  1. From the ‘My Dashboard’ dropdown menu click on ‘Resident Management’
  2. Hover mouse over the ‘Resident Action’ dropdown menu
  3. Click on ‘Export All Resident Data’
  4. When ready for download the file will appear on screen or in the recent downloads section as managed by your browser of choice. 

The export will take all available information that existed on the resident profile at the time of export. This process will also export any custom information fields that were added to the resident profile.

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