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.

Summary for Exporting a Customer Database (USchedule)

Follow these steps to export your full customer list from USchedule as a CSV file:

1. Open the Navigation Menu

   Click the navigation menu in the upper-right corner of your screen, next to your name.

2. Go to Reports

   From the navigation menu, select Reports.

3. Select Customer List

   In the Reports menu, choose Customer List.

   Note: Report options may vary by account.

   Set the Date Range

   • Start Date: Set this to your Account Creation date (found on the Account tab in Settings).

   • End Date: Set this to today’s date.

     Click Run to generate the report.

     Important: Selecting an employee will filter the list to only customers assigned to that employee. Unassigned customers will be excluded if an employee filter is applied.

4. Export the Data

   Click Export to download your customer data as a CSV file.

That’s it—your customer database will be ready for use in spreadsheet or CRM tools