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:
Note: Home care clients are not included in the CSV export. To export home care client data, run a custom report on the Home Care Client record type and click Download results.
1) Navigate to CSV Export
- Navigate to the Profile Menu
- Choose CSV Export
- Click Create CSV Export
2) Choose and Download the Data you need
- Choose what data you'd like to export (Clients, Communities, Referral Sources, etc.)
- Click Advanced Options for further data customization (optional)
- Click Export
3) Download your Data
Once you click Export, your data will start to be processed.
Once this has been completed, you will receive an email with the file, and it will be available for download within your Senior Place account.
Have more questions? Feel free to reach out to us at support@seniorplace.com!