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Export

Every report exports to:

FormatTypical case
CSVExcel/Sheets analysis, import into another tool.
Excel (.xlsx)Same as CSV but formatted (headers, thousands separator).
PDFPrint, send to board, archive.
APIBI tools (Looker, Tableau, Power BI), your own data warehouse.

How to export from the UI

In any report, Export button top-right. Pick:

  1. Format
  2. Date range
  3. Campus (or “all”)
  4. Additional splits (by age, gender, etc.)
  5. Document language

The export is processed in the background; when ready, an email + push arrives with a download link, valid for 7 days.

CSV structure

Each CSV uses one row per atomic unit, not aggregations. Example, attendance:

date,campus,service,member_id,first_name,last_name,checkin_method,checked_in_at 2026-04-26,downtown,10am,mem_123,John,Doe,kiosk_pin,2026-04-26T09:47:12-05:00 2026-04-26,downtown,10am,mem_124,Mary,Smith,qr_self,2026-04-26T09:51:33-05:00

This gives you full control to aggregate as you wish in your favorite tool.

Encoding and separator

CSVs are generated UTF-8 with BOM and separator ,. If your Spanish Excel uses ;, go to Data → From Text and choose the delimiter. Alternatively, download the .xlsx, which doesn’t have this issue.

API

Each report has a paginated endpoint:

GET /v1/reports/attendance?from=2026-01-01&to=2026-04-30&campus=downtown Authorization: Bearer $TOKEN X-Tenant: la-roca

Response:

{ "data": [ { "date": "2026-04-26", "campus": "downtown", "attendance": 487 } ], "next_cursor": "eyJvZmZzZXQiOjEwMH0=", "total": 174 }

Use next_cursor to paginate. See REST conventions.

Schedule recurring exports

Reports → Schedule export:

  • Frequency: daily, weekly, monthly.
  • Report and filters.
  • Destination: email to a list, S3 bucket, Google Drive.
  • Time window.

Example: the health dashboard arrives as PDF every Monday at 06:00 to the leadership team.

Webhooks

For real-time integrations, subscribe to events:

  • attendance.recorded
  • donation.created
  • member.created
  • group.multiplied

See Webhooks and Zapier for no-code cases.

Limits

PlanMax CSV sizeAPI frequency
Starter50 MB60 req/min
Growth500 MB600 req/min
Business+No limit6,000 req/min

If you need more, open a ticket — Business+ plans negotiate custom limits.

Privacy

Exports respect the role of the requester. A finance_admin exports donations; a care_pastor can’t. Every export is in the audit log with who, when, what filters, and file size.

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