How to Download Custom Report Data

Building a Custom Report is an incredible way to utilize the data you store in Senior Place; however, sometimes you may want to export that data for further manipulation within a platform like Microsoft Excel or Google Sheets.

The following steps breakdown how to download a report based on whether you're on our Premium or Standard Plan:

Premium

On our Premium plan, after running a report, click Download Results to quickly download a CSV file of the Custom Report. That CSV file can be opened in programs like Microsoft Excel and Google Sheets.

Standard

On our Standard plan, you won't see the Download Results button; however, you can still export your results in just a few steps:

1) Show all results

After running the report, scroll down to the bottom of the screen and change the Per page button to Show all.

2) Highlight results

Starting with the column headers, highlight the entire page of results.

3) Copy results

After the results are highlighted, copy them by using a keyboard shortcut (like Ctrl + C) or by right-clicking with your mouse and choosing copy.

4) Paste results

Notes: Sometimes the column headers will paste one row off. Simply shift that row over in the program. All other data should paste correctly.

Within the spreadsheet program of your choice, paste the results.

Have more questions? Feel free to reach out to us at support@seniorplace.io!