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How to Download the Current Roster

This guide provides you with instructions on how to download an Excel file containing every unit and user in your association system.

Written by Carlos Rivas

Step 1: Go to Download Data

Navigate to CM > Download Data.

Step 2: Select Groups

Choose All Groups to ensure the report includes every unit and user. (If Applicable)

Step 3: Download the Directory

Click Directory to generate and download the Excel file.

The file will contain the full list of units and users in your system.

💡 Reminder: You can open and filter the Excel file for easier searching, sorting, or reporting.

📧 Need Help?
If you encounter issues or need additional assistance, please contact our support team at:
​[email protected]

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