Exporting a Customer Database

To export your customer database from USchedule please take the following steps:

Click on your navigation menu, which you can access in the upper right hand corner of your screen, directly to the right of your name.

From your navigation menu, you will select Reports.

From your Reports menu, you will select Customer List. Please note the options in your Reports menu may differ from the ones shown in this screen shot.

To get your full customer list you will need to set the Start Date to match your Account Creation date. You'll find that date on the Account tab of your Settings menu. Set the End Date to "today's date". Click Run to produce the report.

NOTE—Selecting an employee will filter the list to only include students who are assigned to selected employees. Any unassigned employees will not be included in your report if you are filtering the list by employee.

Next click the Export button. This will give you a download for a CSV file of your customer data.