What data can be exported?
Users - all users in the system
Members - all active members with them memberships all inactive members with them memberships (completed,hold..)
Payments - Transactions - all invoices in a time period for example a year ago
Users
1.1 Click People > all people > customize > edit report settings
1.2 Select the following fields:
Address
First name
Last name
Email
Birthday
Signup date
Gender
phone
1.3 click “refresh report”
1.4 click show all > download to csv/excel
2. Members
2.1 Click Dashboard > members > new report > memberships> edit report settings
.
Select the fields:
Address
Gender
Birth Date
Email
Autopay
Att.Limit
Att.Limit Type
Acct Name
First name
Last name
Mbr create
Mbr begin
Mbr end
Mbr status
Membership label.
Membership Category
Signup Date
Phone
Number
2.2 Click “refresh report”
2.3 Change the mbr status to “is not empty” > press on the refresh button
2.4 Select all > download to csv/excel
3. Payments - Transactions.
3.1 Click “Dashboard” > monthly payments reports.
3.2 Click edit report > edit report settings > mark “V” payment Method > Click “refresh report”
3.3 Define the payment date and ths status > click refresh button.
3.3 Click show all > download to csv/excel