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How Do I Export My Information From Event Temple?
How Do I Export My Information From Event Temple?

Export Data: Bookings,Contacts, Events, Tasks, Invoices, Accounts, Groups - CSV Filter - Spreadsheet Data

Updated over a week ago

Procedure:

These are the steps to filter all your data from a specific tab. If you wish to filter your data before exporting, you can do so by following the steps outlined here.

  1. Access the tab you wish to export from the left-side of Event Temple (Bookings, Contacts, Events, etc)

  2. Remove any Filters to ensure all data is listed

  3. Select the Export As drop-down at the top right side of your data table

  4. Select the desired format

  5. Select Export All Columns

  6. Click OK

All exporting in Event Temple follows the same simple process. In the example below I'm exporting my bookings from the Pipeline view.
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Additional Information

Most often you'll have 3 options CSV, HTML and PDF (some reports cannot be exported as CSV due to format).

HTML and PDF work well for view-only options but if you wish to manipulate the data at all, CSV will allow you to view your data in a spreadsheet.

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