Exports

Role requiredStaff: Reports

What you’ll achieve: a downloaded spreadsheet of your data for accounting, backups or analysis.

Most list screens in Club Manager have an export control — an Export CSV / Export Data button (often an Excel-style icon). They all download a CSV file.

Open in Club Manager→

Where you can export

• Members — the full member list with custom fields.
• Payments — Stripe charges and metadata.
• Subscribers — subscribers of a product (filter by status first).
• Licences and Gift vouchers — holders and issued vouchers.
• Session-pack sales and Form answers.

Steps

1. Open the list you want to export and apply any filters (e.g. subscriber status).
2. Click the export control (the Export CSV / Export Data button or Excel icon).
3. For member groups, tick the columns you want in the Export Data picker, then Export.
4. Your browser downloads a .csv file.

Note

Exports are always CSV (which opens in Excel or Sheets), even where the button shows an “Excel” icon. Exporting runs in the browser, so use a computer rather than a phone.

Related

• KPIs
• Manage subscribers