ShulStats allows you to view and export your ShulCloud demographic and financial data. This document details how to export information from ShulStats into Excel. For general information about ShulStats, see the Feature Overview.
Before You Begin
To access the full ShulStats feature, ensure that your congregation has a subscription for ShulStats. In order to view ShulStats, an admin must have specific ShulStats administrator permissions.
Locate Data to Export
You can export Shulstats data from any of the Report Details pages. To locate these pages within your report, click on the Demographic Details button in the membership report, or any of the blue Go to Filtered Report or Go to Details Report links below the visuals.
ShulStats will only export the data that is showing in the visual on the page. If you need additional data, you will need to adjust your filters on the report page, or return to the main page and reselect the information that you would like to export.
Export Data
1. Hover over the visual with all the member/account/finance details. You will see a box with three dots (...) in the top right corner of the visual. When you hover over this box, it will say "More options."
2. Click the box with the three dots to see a dropdown menu.
3. Click Export data in the menu.
4. A box will pop up that says "Which data do you want to export?" Select the box that says Data with current layout. Click the green Export box at the bottom.
5. The .csv file will be exported to your downloads folder. You can open and save in Excel from there.