> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/reports-overview/export-data.md). # How to Export Data ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, or **Support** for the Export Data to File page. Quick exports inherit the page permission (e.g., View Members also allows **Waitstaff** and **Account Rep**; View Transactions also allows **Waitstaff**). See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Data availability**: Records must exist in the system for the entity you want to export. ### Instructions **General data export (custom field selection)** For full control over which fields and filters to include, use [**REPORTS > Export Data to File**](https://control.peoplevine.com/export). This lets you choose from 23 export types, select specific columns, apply filters, and download as CSV. For step-by-step instructions, see: [How to Create a Custom Report](/products/control-panel-overview/reports-overview/create-custom-report.md). > **Note (Pro Dash):** Navigate to **Company Menu > Reports & Data > Export Data to File**. For people-specific exports, you can also go to **CRM > PEOPLE DATA > Export**. **Quick exports from module pages** | Data Type | Path | Action | | ------------------------------------- | ---------------------------------------------------------------------------------------- | ---------------------------------------- | | Members | [**MEMBERS > View Members**](https://control.peoplevine.com/membership/0/members) | Click **EXPORT MEMBERS** | | Transactions | [**SELL > View Transactions**](https://control.peoplevine.com/transactions) | Click **EXPORT DATA** | | Subscriptions | [**SELL > View Subscriptions**](https://control.peoplevine.com/subscriptions) | Click **EXPORT DATA** | | Orders | [**SELL > View Orders**](https://control.peoplevine.com/orders) | Click **EXPORT DATA** | | Event guests | **SELL > Manage Events > \[Event]** | Click **EXPORT GUEST LIST** | | Check-in activity | **SELL > Manage Events > \[Event]** | Export from attendee list with scan data | | Applicants | [**MEMBERS > View Applicants**](https://control.peoplevine.com/survey/group/0/responses) | Click **EXPORT DATA** | | By attribute group (customer segment) | **CRM > Attribute Groups > \[Group]** | Click **EXPORT** | | All members | [**REPORTS > Standard Reports**](https://control.peoplevine.com/reporting?type=standard) | Click **Export All Members** link | > When clicking **EXPORT DATA** on a list page (View Transactions, View Open Invoices, View Orders, View Subscriptions), a modal appears with two options: **EXPORT DATA** downloads a CSV immediately with preselected fields. **ADVANCED EXPORT** opens the Build a Custom Report page where you can select additional data fields and filters before exporting. **Export for external platforms** 1. Navigate to [**REPORTS > Export Data for External Platform**](https://control.peoplevine.com/admin_data_export_external.aspx). > **Note (Pro Dash):** Navigate to **Company Menu > Reports & Data > Export Data for External Platform**. 2. Select the target platform format (Quickbooks Customer List, SunSystems Accounting Extract, or Generic CSV Accounting Extract). 3. Set the date range and download the formatted file for third-party system import. > This feature is for clients who need a preformatted file that works directly with QuickBooks or Sun Systems. It is very client-specific — most clients will not need this page. #### View Export Logs To track export activity (who downloaded data, file size, row count, filters used, and report type): 1. Navigate to [**REPORTS > Export Data to File**](https://control.peoplevine.com/export). 2. Click the **VIEW LOGS** button in the top-right corner. 3. Review the log entries for export history and audit information. ### Best Practice Export current data before making bulk updates or imports. This gives you a backup you can reference if anything needs to be reversed. ### What Happens Next * **On the reporting side**: The CSV file downloads to your computer. Open it in Excel (File > Open) or Google Sheets (File > Import) for analysis, pivot tables, or mail merges. For field definitions, see: [Peoplevine Data Dictionary](/products/control-panel-overview/reports-overview/data-dictionary-preview.md). * **Next step**: To build a reusable report with saved field selections, see: [How to Create a Custom Report](/products/control-panel-overview/reports-overview/create-custom-report.md). *** *Last updated: 2026-06-07* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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