How to Export Your Reporting Data

1. Click the Report icon in the upper right hand corner

2. Select Reporting. 

3. Open each report: Clients, Client Passes & Plans, Enrollments, Schedule, Staff Members, Invoices, Invoice Items, Payroll, Transactions, Transactions by Invoice Items — and any saved Favorites.

4. Select Details and remove any filters.

5. Click Export, choose CSV or Excel, then click Export again.

6. You'll get an emailed download link. Open it and save the file to your computer.

If your business also uses Premium Reporting, click the Gear icon on each Look, Explore, or Dashboard and choose Download instead — no email step needed.