How to Export Reports and Backup Data

System Admin June 18, 2026 266 views technical
Keeping backups and exporting reports ensures your data is always safe and accessible.

Exporting Reports:
- Most sections have an "Export" button in the top toolbar
- Supported formats: PDF, CSV, Excel
- Reports available:
- Member Directory
- Contribution Summary
- Attendance Records
- Group Rosters
- Financial Statements

How to Export:
1. Navigate to the section you want to export
2. Apply any filters (date range, category, etc.)
3. Click the "Export" button
4. Choose your preferred format
5. The file will download automatically

Backup Options:
- Automatic daily backups (enabled by default)
- Manual backup: Settings > System > Backup Now
- Download recent backups from the backup history page
- Backup includes all member data, contributions, and settings

Pro Tip: Schedule weekly email backups to your administrative email for extra safety.
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