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

  1. 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


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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

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