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Individual Person Report
Individual Person Report

Exporting An Individuals' Update History

Taylor Doe avatar
Written by Taylor Doe
Updated over a week ago

At this point in time there is not a dedicated Individual Person Report. Here are the steps to export an individuals update history.

Individual Person Report

  1. Click your name in the upper right hand corner

  2. Click Reports

  3. Click Update Report

  4. Select the date range you wish to export

  5. Click 'Last Name' field in the Data Table below. This will filter all the updates according to last name and cluster updates according to last name.

  6. Click 'Export Updates' in the upper right hand corner of the report.

  7. Select either 'Print Report' or 'Download as CSV'

Additional Export Information

  • 'Print Report' option can be printed or saved as a PDF and cannot be easily edited after export is completed. User must select which pages to print or screenshot the desired individuals updates.

  • 'Download as CSV' option is an excel spreadsheet and can easily be manipulated and formatted after the export.

Notebird Recommendation

Our team recommends 'Downloading as CSV' so users can delete all other information that is not relevant to that one individual.

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