If someone is transferring to another church, it could be helpful to print their Profile and Household Profile information to take with them to their new church. It can also be done to keep hard copies of members' information.
Note: Only fields and notes that are visible to the user printing the record will be included.
To print or export a Profile
1. Go to the People>Individuals view and click on the individual's name to open the profile.
2. On the right side of the Name banner at the top of the record:
- Click "Download" and select to export the record to a CSV or Excel file.
- Or click “Print” to open a print preview of the profile from which you can send it to a printer or save it as a PDF.
To print or export a Household Profile
1. Go to the People>Households view and click on the household name to open the Household Profile.
2. On the upper right of the profile, click to download or print the profile.
- Click "Download" to export the record into a CSV or Excel file.
- Click “Print” to open the record in a new browser tab. To print from the browser, press CTRL+P or right-click the page and choose “Print”.