CSV and PDF
On any report, choose your dates, then download:
- CSV for a spreadsheet. It has every record, however many there are.
- PDF for printing or sending to your accountant. It opens with a summary comparing the two periods. Long lists show the 500 most recent records, with a note to download the CSV for the rest.
A mailing list of upcoming customers
On the Bookings & Events report the downloads follow the table, including any filters and search. So to export every confirmed customer with an upcoming event:
- Set the date range to All upcoming.
- Filter the table to Confirmed.
- Download the CSV. It includes each customer’s name, email and phone.
Live feeds into Google Sheets
Every report also has a live feed you can pull into Google Sheets, which refreshes by itself.
- Go to Settings > Reports and copy the address for the report you want.
- In Google Sheets, type into a cell:
=IMPORTDATA("paste the address here")
The feed always covers the last 12 months.
Keep feed addresses private. Anyone with one can see that report. If one gets out, click Regenerate URLs: every old address stops working, and you’ll need to paste the new ones into your sheets.