Exporting From Spark

Use Spark’s reporting tools to export key data for your business. Follow the steps below to generate reports and access the information you need.

Exporting Members

To export your member data:

  1. Navigate to Members

  2. Select All Members

  3. Click Export as CSV

This will generate a spreadsheet with all member details.

Exporting Memberships

To find membership details:

  1. Navigate to General Settings

  2. Select Memberships

This section provides membership details, but there is no export option available.

Exporting Attendance Records

To access attendance data:

  1. Navigate to Attendance

  2. Select Attendance Report

This report provides an overview of class attendance.

Exporting Leads

Exporting lead data requires multiple reports:

  1. Navigate to Contacts → Export data from:

    • Prospects (potential new clients)

    • Former Trials

    • Inactive Students

    • Former Students

    • All Members

  2. Navigate to Contracts → Export data from:

    • Trials (clients who started a trial)

These exports provide insights into your lead pipeline and conversion history.

Exporting Product Details

There is no export option for this data.

To view product details:

  1. Navigate to Point of Sale Settings

  2. Select Products

Exporting Transaction History

To access financial transaction records:

  1. Navigate to Reports

  2. Select Financial Transactions

This report provides a detailed overview of all transactions.