Insights

Export your data

Download spreadsheets of users, transactions, event tickets and store orders, plus the analytics PDF, using your filters and a date range.

Updated 2 min read2 parts

Export when you need your data outside the Studio: a finance reconciliation, a mailing to members, a year-end archive. Every export follows the filters on the screen you export from, so set them first.

What you can export

ExportWhereFilters it followsWhat’s in the file
UsersManagement → Users → ExportSearch and plan filterID, Name, Email, Phone, Address, Status, Plan, Plan Price, Currency, Subscription Expires At, Auto Renewal, Created At
TransactionsManagement → Payments → Transactions → Export CSVSearch, gateway, status, type and an optional date rangeID, User Name, User Email, Plan, Gateway, Transaction ID, Amount, Currency, Status, Type, Date
Event ticketsManagement → Payments → Event PPE → Export CSVSearch, status and an optional date rangeBuyer, event, amount and currency, payment method and reference, status, paid date and access expiry
Store ordersManagement → Payments → Shop orders → Export CSVSearch, payment status, order status and an optional date rangeOrder #, customer name, email and phone, currency, subtotal, tax, shipping, discount, total, order and payment status, payment method and reference, coupon, and placed, shipped and delivered dates
Analytics reportManagement → Analytics → Export PDFThe range you pickA branded PDF; see The PDF report

Export with a date range

  1. 1
    Open the list

    Go to the screen you want, for example Studio → Management → Payments on the Transactions tab.

  2. 2
    Set your filters

    Search and choose the status or gateway first. The file contains only what matches.

  3. 3
    Open Export CSV

    Click Export CSV. A Date range (optional) box opens with From and To.

  4. 4
    Choose dates or leave them empty

    Enter both dates for a period, or leave them empty to export everything that matches your filters.

  5. 5
    Download

    Click Download and open the file in your spreadsheet app.

The Studio
Studio → Management → Payments, the Shop orders tab with a Pending payment filter and the Export CSV date-range box showing From and To.
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