To download a file containing member data for active members in the selected month, you follow these steps.
Go to Manage » Members
Click the CSV or XLSX icon next to the page title
Cobot downloads a comma-separated value file or an Excel spreadsheet, depending on which icon you click, that you can keep for your records, view and sort in a spreadsheet program, or import into an analytics or graphic display tool.
IMPORTANT NOTES
The data you download only covers the filter you have selected, either Recently Active, Current, or Cancelled. If you want all of your members, you download Current, Cancelled, and Unconfirmed separately, then combine them.
Data Visible In The Members Export
Your export sorts the following data into columns, whether you download it as CSV or XLSX.
Member information: company, first and last name, email, billing email, address, phone number
Plan information: member since date, plan name, extras, price per month, currency
Billing information: status (connected to email address), payment method, canceled to date (if applicable), customer number, next invoice
Member questions: any questions you created under Setup » Member Questions
Learn more about member questions here.
Other Export Options
Cobot also lets you export invoice, booking, and check-in data. Check out these guides to learn more:
⚙️
Want to make the most of what’s under the hood?
Discover and optimize Cobot with expert setup help.