Exporting Members to CSV

Learn how to export member data to CSV, including custom fields

4 min read
Updated 17 days ago
For Committee
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Exporting Members to CSV

Export your member data to a CSV file for reporting, sharing with your league, or backing up your records. You can choose exactly which fields to include, including any custom fields your club has configured.

Accessing the Export

  1. Navigate to Admin > Members
  2. Click the Export button in the toolbar

The export dialog opens, letting you configure what to export.

Choosing Which Members to Export

You have two options:

  • Export all members - Includes every non-archived member in your club
  • Export filtered selection - Includes only the members matching your current filters

The filtered option is only available when you have active filters applied. This is useful for generating targeted reports, such as:

  • All active members for a league registration
  • Members on a specific team
  • Members with a particular tag
  • Lapsed members for a renewal campaign
Tip: Apply your filters on the members page first, then click Export to export just that subset.

Selecting Fields

The field selector lets you choose exactly which columns appear in your CSV. Fields are organised into groups:

Standard Field Groups

| Group | Fields |

|-------|--------|

| Personal Details | First Name, Last Name, Email, Phone, Date of Birth, Age Category |

| Address | Address Line 1, Address Line 2, City, Postcode |

| Membership | Membership Status, Membership, Start Date, Expiry Date, Member Since |

| Club Information | Teams, Roles, Tags |

| Emergency Contact | Name, Phone, Relationship |

| Guardian | Guardian Name, Email, Phone (for junior members) |

Custom Fields

If your club has active custom fields, they appear in a separate Custom Fields group at the bottom of the field selector. Each custom field you've created under Admin > Settings > Custom Fields is available as an exportable column.

Custom field values are formatted appropriately in the CSV:

| Field Type | Export Format |

|-----------|--------------|

| Text, Long Text, Phone | Plain text value |

| Number | Numeric value |

| Date | Formatted date |

| Yes/No | "Yes" or "No" |

| Single Select | The option label |

| Multi Select | Comma-separated option labels |

| Email | Email address |

| URL | Full URL |

Quick Selection

  • Select All - Selects every field, including all custom fields
  • Reset to Default - Returns to the default selection (key fields like name, email, status, membership, expiry date, and teams)

The field count at the bottom shows how many fields are currently selected.

Downloading the Export

  1. Choose your export scope (all or filtered)
  2. Select the fields you want
  3. Click Export CSV
  4. The file downloads automatically as members-export-YYYY-MM-DD.csv

The CSV uses quoted values and includes a header row with the field labels as column names.

Use Cases

League Registration

  1. Filter by team or membership status
  2. Select: First Name, Last Name, Email, Date of Birth
  3. Export filtered selection

Committee Meeting Report

  1. Select All to get a full dataset
  2. Export all members
  3. Open in Excel for analysis and charts

Badminton England Affiliation

  1. Filter for active members
  2. Select: First Name, Last Name, Email, Date of Birth, plus any custom field for BE membership numbers
  3. Export filtered selection

Renewal Reminders

  1. Filter by status: Expiring or Lapsed
  2. Select: First Name, Last Name, Email, Membership, Expiry Date
  3. Export filtered selection for mail merge

Custom Field Reporting

  1. Select the specific custom fields you need alongside member names
  2. Export all members
  3. Use for analysis or compliance reporting

Audit Trail

Every export is recorded in the audit log, including:

  • Who performed the export
  • How many members were exported
  • Which fields were included
  • Whether filters were applied

This helps with GDPR compliance and data governance.

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