CSV exports

Both exports open in Excel, Numbers or Google Sheets and live on the Reports page. They follow your date range and location filter, so the file matches the figures on screen.

screenshot · swap meThe Export dialog on the Reports page, showing a From and To date picker, a tax rate selector, and a Download CSV button

Download an export

Exports are available to Admin and Superadmin users only - see admin and staff roles.

1. 1

   Open Reports, set the date range (and a location, if you run more than one), then select Export and choose Bookings ledger or Session attendance.

2. 2

   Confirm the From and To dates, which default to your page range, pick a tax rate, and select Download CSV.

Bookings ledger

One row per booking, sorted by date - the detail behind your revenue figures. Each row includes:

• Date, Session time, Session type, Customer name and Customer email.
• Price option - every price option on the booking, such as 2× Regular price, Supported price, with any Add-ons alongside.
• Spaces - how many spaces the booking took.
• Voucher code, Discount, and Voucher redeemed - any voucher or discount applied. Voucher redeemed is money taken off a gift card or credit, and is blank for a bundle or session voucher.
• Gross, your tax column, and Net ex. tax - the money split out by your tax rate.
• Status - confirmed, completed, no show, or cancelled (cancelled rows note whether a refund was issued).
• Refund amount and Refund net ex. tax - any refund issued.
• Booked at, Booking ID and Stripe session ID.
• Phone, Marketing consent, and Consent recorded.
• Voucher sessions redeemed - how many sessions a bundle or session voucher covered.

Session attendance

One row per session that ran in the period, sorted by date. Each row includes:

• Date, Day, Start time, and End time.
• Session type and Location.
• Capacity and Spaces booked.
• Occupancy %.
• Gross revenue, your tax column, Net ex. tax and Refunds gross.
• Cancellations and Instance ID.
• Waiting list people and Waiting list spaces - demand that session couldn't take. See waiting lists.

Setting a tax rate

When you download, choose how to split gross takings into a tax column and a net column:

• Exempt / 0% - no split; net equals gross. Use this if you're not tax-registered or unsure.
• Standard rate - your default rate, taken from your regional settings.
• Custom - enter any rate for this one export.

The tax column uses your region's term, such as VAT or GST (see international venues).

Money columns and currency

Amounts are plain decimal numbers (for example 15.00), and every money column header carries your currency code, such as Gross (GBP).

Other exports

• Everything at once - every booking, customer, waiver, session and price for all time, with bookings and attendance files in the same shape as these. See exporting all your data.
• Year-end liabilities - money taken for sessions not yet delivered and unredeemed voucher and bundle value. See deferred income and voucher liability.

Common questions

1. Why don't the totals match my Stripe dashboard? Amounts are before fees and counted by session date - see why this doesn't match Stripe.

2. Do the exports include offline and walk-in payments? Yes, payments you recorded by hand are included alongside card payments.

3. Why is the file for the wrong venue? The export follows the location filter in the Reports header. Change it before exporting.