Reporting

Exporting

At any point during the reporting process, you are able to export the payment data to an excel spreadsheet in csv format - great for sending to club officials not listed as an admin on the site.

To export the full list of payments, clear all filters and click the green ‘Export Payments as CSV’ button towards the top right of the page.

Give the report a name in the export overlay that appears and click the green ‘Save’ button.

You’ll then be taken to a ‘Payments Exports’ page, where the export will be added to a queue of pending exports. Depending on the size of the report, this should be made available very quickly.

You will receive an email when the export is ready, but in most cases refreshing your page will show you whether the export is available to download.

When the download is available, you will be able to click on the name of the payments export to open your CSV export.

Back to top

Where next?

Filters Use filters to create detailed payment reports.