Skip to main content
All CollectionsData & ReportsOther Reports
How to Export Account Information
How to Export Account Information

How to get a list of all Accounts along with contact information in one spreadsheet

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

Do you need a list of all active or inactive Accounts? The "Accounts Export" report on the Reports page will export all Accounts within Enrollsy to a CSV spreadsheet. You can then sort and manipulate this report to pull the necessary information.

Unlock the Feature

First, make sure that Enrollsy has unlocked this feature for you. If you want this feature, and it’s not already unlocked, let us know via chat, and we’ll unlock it for you!

The "Accounts Export" report shows the following information:

  • ID (ID of the specific account; searchable within Enrollsy)

  • Primary Account Holder Email

  • Primary Account Holder First Name, Middle Name, Last Name

  • Primary Account Holder Address

  • Primary Account Holder Phone Numbers

  • Primary Account Holder Contact Preference

  • Secondary Account Holder Email

  • Secondary Account Holder First Name, Middle Name, Last Name

  • Secondary Account Holder Address

  • Secondary Account Holder Phone Numbers

  • Secondary Account Holder Contact Preference

  • Emergency Contact

  • Emergency Phone

  • Active (shows "1" if there is 1 active account; shows "0" if the account is inactive)

  • Notes

  • Created at

Example:

Did this answer your question?