How do I export my members from Zen Planner?
Team Arbox avatar
Written by Team Arbox
Updated over a week ago

To export users from Zen Planner you will want to run the 'People Report.'

  • At the top of the Zen Planner Dashboard, click Dashboard

  • In the left column under Saved Reports, choose Members

  • Under the main Members heading, choose New Report

  • Choose People

  • On the right under Report Settings, click Edit Report Settings

  • Under Column make sure each of the following is checked:

- First Name
- Last Name
- Gender
- Birth Date
- Address
- Email
- Phone
- Status
- Signup Date

  • Remove all inactive athletes

  • Click Refresh Report

  • At the top of the generated report, click CSV to the right of the text Export

  • If a Save As dialog box opens, change the name to PersonExport.csv and click Save

Note:

This list should only include current active members and coaches. You may need to remove people from this list based on their status shown in the 'Status' column.

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