Filter reports and download a CSV
Apply report filters and download the complete matching result set.
Who this is for: Owners and Admins using operational reports.
Help when this task is blocked
Before you start
Owners and Admins using operational reports. Check the organization before making changes.
Steps
- Open Reports and choose Member list, Attendance history, Payment history or Event list.
- Set the displayed filters and choose Apply filters.
- Review the matching records and payment totals where applicable. Open an event or a Member list record for its context, then use Back to report to return to the same applied filters and page.
- Choose Export filtered results to download all matching pages.
Expected result
The CSV uses the applied filters and predefined columns.
If you cannot finish
The export used my earlier filters
Apply filter edits before exporting; unfinished edits do not change the download.
I need concern content
Routine reports exclude concern content.
The download failed
If the download fails, check access and organization state, then retry. Files are not retained for later retrieval.
Example: understand this in practice
Maya changes the report dates and selects Apply filters before exporting. The download includes matching records across all pages.
Names and situations are fictional.