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How to create a spreadsheet of my customer information

1. Go to the Customers section at the top of the dashboard.

2. Click Fields and decide what information you want the spreadhseet to include.

3. Click Filters and decide how you want your search to be filtered.

Note: Your spreadsheet will only download what is viewable on the current screen. You will therefore need to scroll to the Show ___ rows from ___ total records option and increase this as needed. Opting to show 2000 or 5000 records will automatically download all records even if more than this figure exist and are not shown on the current screen.

4.  Click the Filters button again and change the Output type option to Download spreadhseet

5. Then click Apply filters