Exporting to CSV

Export your waitlist data to CSV format for reporting, analysis, or backup purposes.

Exporting Your Waitlist

1. Go to Waitlist
2. Apply any filters to narrow down what you want to export
3. Click Export CSV
4. The CSV file downloads automatically

What’s Included

The export includes:

Standard Fields

• Position number
• First name, last name
• Email, phone
• Date of birth, age
• Gender
• Location, group
• Status
• Tags
• Join date
• Notes

Custom Fields

All custom fields you’ve configured are included with their current values.

Parent/Child Fields (if applicable)

• Parent name and contact info
• Child name and date of birth

Filtering Before Export

Filters affect what’s exported:

Export Examples

Export Entire Waitlist

1. Clear all filters
2. Click Export

Export One Location

1. Filter by Location
2. Click Export

Export Active Entries Only

1. Filter: Status = active statuses only (exclude completed/removed)
2. Click Export

Export for Reporting

1. Filter by date range or status
2. Export
3. Open in Excel or Google Sheets for analysis

Using the Exported File

Open in Excel

1. Double-click the downloaded file
2. Excel opens automatically
3. Data is organized in columns

Open in Google Sheets

1. Go to Google Sheets
2. File → Import
3. Select the CSV file
4. Choose “Replace spreadsheet” or “Create new”

Data Analysis Ideas

• Count entries per group
• Calculate average wait time
• Create charts of signups over time
• Track conversion rates (waiting → enrolled)

Regular Backups

We recommend exporting your data periodically as a backup:

• Weekly or monthly exports
• Keep exports in a secure location
• Name files with dates (e.g., waitlist-backup-2026-02-01.csv)

CSV Format Details

• Encoding: UTF-8
• Delimiter: Comma (,)
• Text qualifier: Double quotes for fields containing commas
• Date format: YYYY-MM-DD
• Compatible with: Excel, Google Sheets, Numbers, and most spreadsheet applications

Troubleshooting

Special Characters Look Wrong

• Open in Google Sheets which handles UTF-8 well
• Or in Excel: Data → From Text/CSV with UTF-8 encoding

Dates Formatted Incorrectly

• Format the date column in your spreadsheet application
• Use YYYY-MM-DD format for consistency

Large File Won’t Open

• Filter to export smaller subsets
• Use Google Sheets which handles large files better

Related Articles:

• Importing from CSV
• Using Filters and Search
• Bulk Operations