Export Enrollment Renewal Data

You can export enrollment renewal data to an Excel® spreadsheet (.XLSX). When you export enrollment data, you can either export all data or the current view. Exporting the current view means that your filters are applied to the export.

Required Permissions: You must have the eForms permission enabled on your account to use the eForms feature.

  1. From the menu to the left, click eForms.
  2. Click Approve & Renew.
  3. Filter to the records to export, if needed.
  4. Click Export All or Export View. Click the down arrow next to the Export button to change between Export All and Export View.

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