Export a report to Excel
Get Yahiv numbers into Excel — from any list (Excel file), from the Report builder (CSV), or a full download of People.
Before you start
- Your login needs "Download spreadsheets".
- 1
From a list (best for Excel)
Open Giving (or People, or Commitments). Search, filter and sort until the list shows what you want.
Filter the list first. - 2
Press Export → Excel
Press "Export" and choose "Excel (.xlsx)". You get exactly what's listed, with totals and a line describing the filters.
Excel keeps Hebrew and amounts just right. - 3
From the Report builder
In Insights → "Report builder", run your report and press "Download spreadsheet (CSV)".
Report builder downloads a CSV file. - 4
Open a CSV with Hebrew in Excel
If Hebrew looks like strange letters, don't double-click the file. In Excel go to Data → From Text/CSV, pick the file, and set "File origin" to "65001: Unicode (UTF-8)". Then Load.
- 5
Everything about people
On People, "Full download" gives every field for each person, with family members, as Excel.
Every field, with family members.
Tips
- Excel and CSV include every row (up to 100,000). PDF and Word are for printing and stop at 5,000 rows.
- Settings → Backups → "Download everything now (Excel)" gives all your data in one Excel workbook.
If something isn't working
Amounts show as text in Excel.
Use the Excel (.xlsx) download — amounts come as numbers you can add up.
There's no Export button.
Your login doesn't have "Download spreadsheets". Ask an admin.