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  2. Export Data

Export Data

Email Excel downloads of members, passbook, attendance, and class data

 

 

Export Data emails Excel files to your Admin login email. Use it for backups and accounting dumps. For a quick file of the current table view, use Export on that report instead.

 

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Who

Sidebar → Export Data (Admin / Super Admin only)

 

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Options

  • Export All — members and memberships

  • Export Passbook — payments + expenses for a date range

  • Export Invoice And Payments — invoice–payment mapping for a date range

  • Export Member Attendance — date range

  • Export Staff Attendance — date range

  • Export Class Schedules — as prompted

  • Export Class Bookings — date range

  • Export Class Events — date range

 

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Steps

1. Go to Export Data on the sidebar

2. Click the button for the export you need

3. If a modal appears, set From / To dates and confirm

4. Wait for the email with the Excel attachment

5. Check spam / promotions if it does not arrive within a few minutes

 

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Tips

  • Passbook is useful with Payments → expense and payment reports

  • Attendance and class exports complement Attendance and Classes day-to-day screens

  • Large date ranges take longer to prepare

 

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Related

 

Report Tables

 

How to use payment and expense reports

 

Attendance

 

Classes

 

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