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Export users from Zen Planner

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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