SupporterBase
How-To Guides

Export supporters for a group

Filter a group's supporters and export them as a PDF or CSV, plus control who's allowed to export

The supporter export lets you pull a group's supporter details list out of SupporterBase for reporting, list-checking, or working with the data elsewhere. You can apply any filters first, so you export exactly the supporters you need, and you can now choose between a PDF and a CSV file.

Who can export

Exporting is off until an admin switches it on. Two toggles control it: one lets admins export the supporter details list for any group, the other lets captains export for the groups they lead. An admin enables whichever applies, see Controlling who can export below.

Exporting a group's supporters

Open your group

From the left-hand sidebar, go to Supporter Groups and open the group you want to export.

Apply any filters (optional)

Click Add filters and set whatever filters you need. The export only includes supporters who match your current filters, so this is how you narrow the export down to a specific segment.

To export the whole group instead, you don't need filters at all. Click More Actions on the group card at the top of the page and choose Export from the dropdown.

Click Export

With your filters set, click the Export button above the supporter table.

Group page with a filter applied and the Export button highlighted

Choose your format

In the Export supporters dialog, confirm how many supporters you're exporting (it shows the count matching your filters), then pick a file format:

  • PDF document (.pdf) gives you a formatted, ready-to-read document.
  • CSV spreadsheet (.csv) is best for opening in Excel or Google Sheets, or importing into another tool.

Click Export to start generating the file.

Export supporters dialog showing the PDF and CSV format options

Exports are generated in the background, so you don't have to wait on the page. When it's ready, you'll get an email with a Download your export link.

For security, the link requires you to be signed in to SupporterBase. Click it, log in if prompted, and the download will start.

Export ready email with a Download your export button

Controlling who can export

Export access is managed under Settings > Configurations, in the permissions toggles. Two settings control it:

SettingWhat it does
Admins can export the supporter details list for any groupLets admins export from any group in your organisation.
Captains can export the supporter details list for groups they leadLets captains export from the groups they lead.

The admin and captain export permission toggles in Configurations

Both are off by default, so no one can export until an admin enables it. Turn on Admins can export the supporter details list for any group to let admins export. To also let captains export their own groups, turn on Captains can export the supporter details list for groups they lead. For an admin-only setup, enable the admin toggle and leave the captain toggle off.

Tightening data controls

If you want fewer people pulling supporter contact details out of the platform, leaving captain export off keeps exports in admins' hands without affecting captains' day-to-day group management. See the Configurations reference for the full set of privacy and permission options.

Further reading

On this page