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Export Planns

REPORTS > Export Planns

Ellen Lee avatar
Written by Ellen Lee
Updated over 12 months ago

You may wish to export your Planns list from time to time. There are a few reasons to do this:

Commissions reporting

You can sort the report by operator to track commissions from tour operators.

Backup

While we are not aware of any user ever losing Planniac data, exporting a file from time to time would ensure you keep important information on file. If you are in an area with frequent power or internet outages, a printed backup could be very helpful so that you don't miss important scheduled events.

Step by Step

  1. Go to Reports and select "Export Planns"

  2. Choose how to sort (the default is by date)

  3. Choose the date period to export

  4. Click Export

  5. Find the export in your downloads folder. You can open it as an Excel file or just keep it for future reference. It will be called "Planns Export" or "Happenings Export" (early versions).

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