How to download a Member list from your Plan Centre

What it’s all about

Need a list of your Plan’s Members?

You can quickly and easily download a list from your Plan Centre, as long as you’ve got the right superpowers.

Information can be downloaded as a CSV file, making it easy to review, filter or save for your records. 

What you’ll need

• Your Plan Centre login 
  • If you’re also a Member on the Plan, this will be the same as your Member login. Just select the Plan Centre instead of Member Centre once you’re logged in.

How you’ll do it

1. Log into your Plan Centre using your Blendable Credentials 
    
2. From the dashboard, click on ‘View all current Members’ 
    
    
    
3. Once on the Members page, you can select the ‘Download CSV’ button. If you’d like to filter the list to specific Members, use the dropdown menus on the right hand side. Once your filtered list is displayed, select the ‘Download CSV’ button. 
    
   

Pro-tip: Select reset to clear your filters and display the full list of Members again

Next steps

You're all set to go! Your list should have successfully downloaded with the file name ‘members_list_report.csv’

Handy dandy resources

Looking for more information on Plan Administration? Check out:

• Managing Administrators in your Plan Centre
• Adding Members in your Plan Centre
• Deactivating Members in your Plan Centre