Export Data - (Accounts, Members and Payments)

Modified on Fri, 16 Sep 2022 at 09:00 AM

PLEASE NOTE: These reports are being decommissioned. Please used the new "Account Filter Screens"  And Member Filter Screens" to do your reporting. These new reports have more data that can be downloaded easier. 


The Payment Export has been decommissioned. The payment report have been moved to Finances > Payments. Please see the full support article at NEW & UPDATED - Payments screen


---------------------------------------------------------------------

If you want to pull a report of your entire database, an account report is a good report.  Click on Reports & Exports, export data:








Pull an Account Report



Click on Accounts:


You can filter the accounts by all or by those you want to see: 



The results of the report are displayed below:


 

If you want to get a csv file, you can click on export to csv:




Pull A Member Report



Click on Members:


You can filter the accounts by all or by those you want to see: 



The results of the report are displayed below:


 

If you want to get a csv file, you can click on export to csv:





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article