How to Export Data from Senior Place
Note: Some permission levels are unable to perform a CSV export. See our Permission Levels Explained article for more information.
If you ever find yourself needing to export data from Senior Place, you can follow these steps to do so:
1) Navigate to CSV Export
- Click the Settings Cog ⚙️
- Choose CSV Export
2) Choose and Download the Data you need
- Choose what data you'd like to export (Client, Community, etc.)
- Click Advanced Options for further data customization (optional)
- Click Download
3) Use your Data!
Once you click Download, the data will be downloaded in a CSV format. You can easily open that data in programs like Excel, Sheets, and Numbers.
Have more questions? Feel free to reach out to us at support@seniorplace.io!