To create the List:
  1. Navigate to Lists > Manage Lists
  2. Click the "Manage basic and advanced lists" block under List Actions​
  3. Click Add > Create Advanced List
  4. Under Select Objects, select the following objects:
  • Constituent Information > User Base
  • Constituent Information > User Role
  • Emergency Contact > Emergency Contact
  • Emergency Contact > Emergency Contact Phone
  1. Unmark the Inner Join next to: Emergency Contact Phone and Emergency Contact Email
  2. Select the Display Fields tab
  3. Click Select Fields
  4. Expand User Base and mark the box for First Name and Last Name
  5. Expand Emergency Contact and mark the box for First Name and Last Name
  6. Expand Emergency Contact Phone and mark the boxes for Phone Number, Phone Type, Sort Order (this is the order in which it displays on the Contact Card in Emergency Contacts), and Call Dialer Ind (this is the Call Type; 0=Never, 1=Every Time, and 2=Emergency Only)
  7. Expand Emergency Contact Email and mark Email Address, Sort Order (this is the order in which it displays on the Contact Card in Emergency Contacts), and Call Dialer Ind (this is the Email Type; 0=Never, 1=Every Time, and 2=Emergency Only)
  8. Click Select
  9. Select the Filters tab
  10. Add the following Global filters:
  • User Role.Role any of Parent
  • Emergency Contact Phone.Sort Order greater than or equal to 1
  • Emergency Contact Email.Sort Order greater than or equal to 1
  1. Name the list and click Save or Save & Exit
  2. From here you can click Preview or Run, then Export to Excel
Tip: If you need to do this for the Student, just change the User Role.Role Filter to Student or whatever Role you wish to view.