Who this is for: administrators and finance admins who need club data in a spreadsheet.
Permission required: Manage Organization Settings.
Data export lets you pull your organization's records out of Boathouse Connect for reporting, end-of-season reviews, insurance or grant paperwork, or a backup. You pick a report, narrow it down with filters, preview it on screen and then download it.
Exports include personal information such as contact details and emergency contacts. Store and share the files with the same care you would give the roster.
Run a report
- Go to Org Settings → Data Export.
- Choose a report under Select Report.
- Set any filters that appear for that report.
- Click Generate Report.
- Review the table, then click Excel or CSV above it to download.
The file is named after the report, for example "Data Export | Practice Lineups".
Available reports
| Report | What it contains |
|---|---|
| All Users / General Data | Each member's profile: birthdate, phone, login email, USRowing details, lineup skills, address and more. |
| Custom Profile Question Responses | Each member's answers to your custom profile questions, one column per question. |
| User Contact Information | Each member's name, phone number and email. |
| Emergency Contact Information | Each emergency contact's name, phone number and relationship. |
| Groups and Group Membership | One row per member per group, with join date and USRowing details. |
| Practice Lineups | Attendance, boat and seat, post-practice survey answers and coaching notes for each rower at each practice. |
| All Finance Charges | Charges on member accounts with amount, due date, type and who created them. |
| All Finance Credits | Payments and credits on member accounts, with amounts and receipt links. |
| Past Equipment Reservations | Reservations with who made them, type, times and the boats, oars and ergs booked. |
| Finance Timeline | Charges and credits in date order with each member's running account balance. |
Filters
The filters shown depend on the report you choose.
| Filter | Reports | What it does |
|---|---|---|
| Date Range | Practice Lineups, Past Equipment Reservations, All Finance Charges, All Finance Credits | Limits the report to a start and end date. |
| Reservation Type | Past Equipment Reservations | All Types, Private, Practice or Regatta. |
| Group Filter | All reports except Groups and Group Membership and Past Equipment Reservations | All Groups, or only members of the groups you pick. |
Tip: If a report comes back empty, widen the date range or select All Groups.
Choosing a format
| Format | Best for |
|---|---|
| Excel | Opening in Microsoft Excel or Google Sheets with columns ready to sort and filter. |
| CSV | Importing into another system or a mail-merge tool. |
Both formats contain the same rows and columns as the table on screen.
FAQ
Can I export everything at once? No. Each report is downloaded separately. Run each report you need.
Can I export in PDF or another format? Only Excel and CSV are available.
Why can't I see Data Export? You need Manage Organization Settings through one of your groups. See Roles & permissions.
Where do member account balances come from? The finance reports list individual charges and credits. For balances, see Member accounts.
Can I pull data automatically instead of downloading files? Developers can use the API reference or Zapier.
Need more help? Email [email protected].