An Export Preset is a saved, reusable export configuration for a specific group of members. Rather than searching and filtering your member data from scratch every time you need the same export, you can set it up once — choosing which members to include and which fields to export — and save it as a preset to run again whenever you need it.
Export Presets are ideal for recurring reports, such as a monthly list of new members. Each preset pulls its member list from a Smart List and its columns from a Field Set, so you'll want to have both of these set up (or create them along the way) before saving your preset.
An Export Preset only determines what is exported and who is included, based on the Smart List and Field Set you select. If you need a one-off export with different, flexible filters instead, you can export directly from a the Members or Contact listing, rather than creating a preset.
Creating an Export Preset
Log in to your account through your club homepage, then click on Member Area on the top right under your club banner. Alternatively, click here to go directly to the ClubRunner login page.
Click Settings in the left-hand navigation menu.
Under Data Administration, click Export Presets. This will bring you to a page listing any export presets you've already created.
Click Create Export Preset in the top right-hand corner to start a new one.
Select the Record Type, then enter a Name and Description for the preset so you can easily identify it later.
Select the Smart List you want this preset to pull its members from, and the Field Set you want it to use for the exported columns. Click the Preview links next to each to confirm they show the members and fields you expect before continuing.
Once you've confirmed your selections, click Save to finish creating your export preset.
Your Export Preset is now ready to use. You can return to it any time from the Export Presets page to run the export again, without needing to reselect your filters or fields.
How do I export an Export Preset?
Once you've created an Export Preset, running it is quick since your Smart List and Field Set are already saved.
From the List of Export Presets page, find the preset you want to use.
Click the Actions drop-down menu next to that preset, then select Export.
After a few moments, your CSV report will be downloaded automatically. If it does not, click on the Download CSV once the export status has changed to Done.
Your file will be generated using the Smart List and Field Set saved in that preset, ready for you to download.