People Setup
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      3. People Setup

      CCIS

      How to export data from CCIS

      People

      • Select Reports from the left menu bar.
      • Browse Reports.
      • Module: Membership.
      • Types: Report.
      • Under Member Detail: Member Information Sheet by Member Name.
      • Select all Member Types and Member Statuses.
      • View Report.
      • Export To: XLS.
      • Export.

      Contributions

      • Select Reports from the left menu bar.
      • Browse Reports.
      • Module: Contribution.
      • Types: Report.
      • Under Member Detail: Member Contribution Details by Member Number.
      • Set the Date Range.
      • View Report.
      • Export To: XLS.
      • Export.