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How to Export Members and Reports to CSV

Download your member list, sales and reports as CSV files for Excel or Google Sheets.

Rahul
Rahul
Creator

Member lists, sales and reports download as CSV files, which open in Excel and Google Sheets. Exports come with the No Brainer and higher plans, and during a free trial.

Export your members

  1. In the sidebar, click Members.
  2. Optional: click Add Filter to export only some members. Every member that matches the filters is exported.
  3. Click the ⋮ menu at the top right of the list.
  4. Click Export Members.

The file Members.csv downloads straight away. It has each member's name, email, phone, join date, address, total enrolments, amount spent, last active date and member type, plus a column for each custom field.

The search box and ticked checkboxes are not applied to the export; use Add Filter to narrow it.

Export enrolments, sales and other reports

  • Enrolments: Reports → Enrollment Overview → the download icon (Download report as CSV).
  • Sales: Sales → the Payments, Subscriptions, Tax or Coupon tab → the download icon.
  • Other reports: open the report under Reports and click its download icon.
  • Form responses and coupon codes can be downloaded from their own pages.

If you need more help, write to support@freshlearn.com.

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