The Emergency Contacts Report exports participant emergency contact details into an Excel workbook so teams can review contact names, email addresses, phone numbers, relationships, and primary contact status in one place.
⚙️ How It Works
Go to Reporting and open User Reports.
Choose Emergency Contacts.
Use the available filters to narrow the results. Depending on your account, you may see filters such as the participant filter, Status, Groups, or Accounts for umbrella reporting.
Enter a value in Report Name if you want a custom file name.
Click Generate Report.
The export contains one worksheet named Emergency Contacts. Each row represents one emergency contact tied to a participant. If a participant has multiple emergency contacts, each contact appears on its own row.
✅ Benefits
Review contact coverage quickly by seeing participant and emergency contact details in one export.
Identify primary contacts easily with a dedicated Primary Contact column.
Support outreach workflows using both email and phone fields in the same workbook.
Filter the right population by participant status, group membership, or umbrella account when needed.
🧰 Options
The participant filter lets you limit the export to one or more specific participants.
Status lets you filter by Active or Inactive. If you leave it blank, the report can include participants across all statuses.
Groups lets you limit the export to participants in one or more specific groups.
Accounts appears for umbrella admins so the export can be limited to one or more sub-accounts.
Report Name controls the exported file name.
📊 Columns Included
The Emergency Contacts Report includes these default columns:
Participant Name
Participant Email
Contact Name
Contact Email
Contact Relationship
Contact Mobile Phone
Contact Office Phone
Primary Contact
For umbrella accounts, the export also adds an Account column at the beginning of each row.
💡 Best Practices
Use the participant filter when you need emergency contact details for a specific person.
Use Status and Groups together when preparing outreach lists for a defined group of participants.
Sort by Primary Contact in Excel when you want to review the main contact for each participant first.
Review both phone columns when confirming which contact method is available for a person.
❓ FAQs
What file type does the Emergency Contacts Report export?
The report exports as an Excel workbook (.xlsx).
What does each row in the report represent?
Each row represents one emergency contact record tied to a participant.
Can one participant appear more than once in the export?
Yes. If a participant has multiple emergency contacts, each contact appears on its own row.
Does the report include inactive participants?
Yes. If you leave Status blank, the export can include both active and inactive participants. Select a status if you want to narrow the results.
What does the Primary Contact column show?
It shows Yes when the emergency contact is marked as the primary contact and No when it is not.
What worksheet name is used in the workbook?
The workbook includes a worksheet named Emergency Contacts.
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