What is Pushpay ChMS?
Pushpay ChMS is a comprehensive Church Management System designed to help church staff and volunteers effectively manage their community. This robust platform includes tools for communication, event planning, giving, and people management.
Formerly known as CCB (Church Community Builder), Pushpay ChMS maintains the popular features of CCB while offering deeper integration with Pushpay’s giving and engagement tools.
Quick Reference: Exporting Individual Data
- Navigate to the “Reports & Metrics” page
- Select “System Reports”
- Click the “People” tab
- Run the “Export Individuals” report
- Configure your export options and download
Detailed Step-by-Step Process
Step 1: Navigate to the “Reports & Metrics” Page
After logging into Pushpay ChMS, locate the Reports & Metrics section in your main navigation menu. This centralized hub contains all system-generated reports and analytics.
Note: If this option isn’t visible, you may need additional permissions. Contact your account administrator for access.
Step 2: Select “System Reports”
Within the Reports & Metrics area, you’ll find various report categories. Click on System Reports to access the pre-built reports designed for extracting commonly requested data.
Step 3: Click the “People” Tab
System Reports are organized into categories including “Attendance,” “Giving,” and People. Select the People tab to view all available reports related to individuals in your database.
Step 4: Run the “Export Individuals” Report
Browse through the people reports until you locate Export Individuals. Click on this option to access the export configuration screen where you can:
- Define which individuals to include (active members, new visitors, etc.)
- Select specific data fields for export (contact information, custom fields, group membership)
- Apply additional filters as needed
After configuring your preferences, click the Run Report button. The system will generate a CSV file that you can download for use in Excel, Google Sheets, or import into another system.
Available Export Data Fields
The Export Individuals report can include a wide range of information:
- Personal details (names, addresses, email addresses, phone numbers)
- Demographic information (gender, marital status, birthdates)
- Household information
- Group affiliations
- Custom field data
- Volunteer status
- Attendance and engagement metrics
You can customize your export to include only the specific data fields relevant to your needs, making it ideal for targeted data migration or analysis projects.
Frequently Asked Questions
Is exporting data from Pushpay ChMS secure?
Yes. Exports are restricted to users with appropriate permissions. Always store downloaded files securely and follow data protection best practices.
Can I automate exports?
While Pushpay ChMS doesn’t offer native automation for exports, some churches implement third-party integrations or scripts to schedule regular exports.
Can I import the exported data into another ChMS?
Yes. Most modern church management platforms—including Undershepherd—support CSV imports. You may need to map fields during the import process to ensure data is correctly organized in the new system.