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Exporting Data

Export your club data for external use or analysis.

Export Formats​

Available formats:

  • CSV: For spreadsheets and databases
  • Excel: Formatted spreadsheet with multiple sheets
  • PDF: Print-ready documents
  • JSON: For technical integrations

Quick Exports​

From any list view:

  1. Apply filters as needed
  2. Click Export button
  3. Choose format
  4. Download file

Standard Exports​

Pre-configured exports available:

Member Export​

  • All member data
  • Contact details
  • Membership status
  • Custom fields

Financial Export​

  • All transactions
  • Invoice history
  • Payment records
  • Account balances

Activity Export​

  • Event attendance
  • Check-in records
  • Team rosters
  • Coach assignments

Custom Exports​

Build your own export:

  1. Go to Reports > Exports
  2. Click New Export
  3. Select data source (Members, Invoices, etc.)
  4. Choose columns to include
  5. Add filters
  6. Preview results
  7. Export or save template

Scheduled Exports​

Automate regular exports:

  1. Save an export template
  2. Click Schedule
  3. Set frequency
  4. Choose delivery:
    • Email attachment
    • Cloud storage (Dropbox, Google Drive)
    • SFTP
  5. Activate schedule

Data Privacy​

When exporting:

  • Respect POPIA/GDPR requirements
  • Only export what you need
  • Secure exported files
  • Delete when no longer needed
  • Log who exports what