Directory to Excel

Family Mailing List, Personal Profiles, Activities and Skills, Attendance, Visitations

Moderators: Moderators, Tech Support

Post Reply
CUUCSW
Posts: 15
Joined: Wed Nov 27, 2019 3:49 pm

Directory to Excel

Post by CUUCSW »

Is it possible to export the Directory information to Excel for editing/manipulation?

The Directory from PC prints inactive (adult) children and deceased spouses, and I need to remove those and not have them in our new directory.

Zorak
Tech Support
Tech Support
Posts: 2755
Joined: Thu May 13, 2004 9:59 am
Location: PowerChurch Software
Contact:

Re: Directory to Excel

Post by Zorak »

When running a Church Directory report, on the second step labeled "Which Personal Profiles do you want to include in the directory" there is a Personal Status code selection at the bottom left. Click the ALL button and exclude the statuses of people you don't want to include in the report.

To answer your actual question, you can save the report as various file types, including Excel XLS, by clicking the Save As button (floppy disk icon) in the Report Preview toolbar once you have the report up on the screen. If you have the report set to include family pictures, then the only Save As option will be PDF. In that case, however, you can still edit PDFs in Word.

If after making the Personal Status selections, you still have things that need to be manually edited outside of PowerChurch, it's a good idea to make the necessary updates to the person's information in PowerChurch, rather than editing the report output, so you only have to do it one time.

CUUCSW
Posts: 15
Joined: Wed Nov 27, 2019 3:49 pm

Re: Directory to Excel

Post by CUUCSW »

Can the directory or other membership info somehow be exported so it doesn't look like this:
I need it in columns: Last name, First name, Street address, City, State, Zip, E-mail, Phone.
We need it so that we can do things like print nametags, print envelopes, print letters, set up an online directory, etc....


10/19/2021 Church Directory Page: 1

Name E-mail

BARNS, Alice abarns@yahoo.com
1234 S Main
Littleton CO 80127 Home Phone: 2nd Hm Phone: 303-555-1212 (714) 555-1222

Alice* abarns@yahoo.com

BARNS, Chris & Kelly KBarns@hotmail.com
9876 S West Ave
Littleton CO 80127 Home Phone: 2nd Hm Phone: 303-555-1122 720-555-4455

Chris* cabarns@comcast.net
Kelly* KBarns@hotmail.com

BETTERS, Jess jbetters@gmail.com



Jess jbetters@gmail.com

BROWN, Marty & Joan Smith martybrown@aol.com
150 Cougar Drive
Littleton CO 80125-9099 Home Phone: 303-555-9966

Marty* martybrown@aol.com
Joan Smith*

CUUCSW
Posts: 15
Joined: Wed Nov 27, 2019 3:49 pm

Re: Directory to Excel

Post by CUUCSW »

Well--the forum cleaned up the look! (Ha!)
The data is actually spread out across 10 excel columns, with no headers and most of the columns being blank.

Zorak
Tech Support
Tech Support
Posts: 2755
Joined: Thu May 13, 2004 9:59 am
Location: PowerChurch Software
Contact:

Re: Directory to Excel

Post by Zorak »

You can export data by going to Membership > Personal Profiles > Other Output. Choose Export Data.

The same menu option is available in Family Mailing List, but that would just be one record per household instead of one per person.

NeilZ
Posts: 9574
Joined: Wed Oct 08, 2003 1:20 am
Location: Monett MO
Contact:

Re: Directory to Excel

Post by NeilZ »

CUUCSW wrote:
Tue Oct 19, 2021 2:04 pm
Well--the forum cleaned up the look! (Ha!)
The data is actually spread out across 10 excel columns, with no headers and most of the columns being blank.
Based on what you want to do "print nametags, print envelopes, print letters, set up an online directory, etc...."

You may want to look at using the EXPORT function instead of the Directory report. You can select the data you want to export and save it to various data formats.
Neil Zampella

Using PC+ since 1999.

CUUCSW
Posts: 15
Joined: Wed Nov 27, 2019 3:49 pm

Re: Directory to Excel

Post by CUUCSW »

I export the data to Excel, but it doesn't come out in columns. It comes as blobs (Technical term?) of data, and I then have to manually move addresses to the Address column, and phone numbers to a Phone number column, etc etc etc. Luckily, we are a small church, so this is possible, but the "export to excel" should render a usable excel document, not what seems to be the PDF version slapped into Excel cells.

Is there any way to get the membership data (names, addresses, e-mails, phones, etc) into columns?

NeilZ
Posts: 9574
Joined: Wed Oct 08, 2003 1:20 am
Location: Monett MO
Contact:

Re: Directory to Excel

Post by NeilZ »

CUUCSW wrote:
Tue Oct 26, 2021 3:59 pm
I export the data to Excel, but it doesn't come out in columns. It comes as blobs (Technical term?) of data, and I then have to manually move addresses to the Address column, and phone numbers to a Phone number column, etc etc etc. Luckily, we are a small church, so this is possible, but the "export to excel" should render a usable excel document, not what seems to be the PDF version slapped into Excel cells.

Is there any way to get the membership data (names, addresses, e-mails, phones, etc) into columns?
Then you're NOT using the proper export function, as it will create a CSV file which DOES put the data into columns. Apparently you're just using the save function from the Directory report. You don't want to do this.

You want to head to Membership -> Family Mailing List -> Other Output -> Export Data.
Neil Zampella

Using PC+ since 1999.

Post Reply