--- title: How to Filter and Download Reports description: filter reports --- [Skip to content](https://support.hapana.com/kb/article/731#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) # How to Filter and Download Reports ### Overview This guide shows you how to filter and download reports in CORE — a handy way to pull clean data sets for memberships, attendance, payments, and more. Whether you’re analyzing trends or just looking for specific client info, filters help you get the exact data you need before exporting it. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/fda8505ba9844ae4947a895388eeb05d) Or preview it below: --- ### Prerequisites - Access to the **Reports** section in CORE - A browser with download permissions - Logged into your Hapana account --- ### How to filter and download a report ### 1. Open the Reports section Click **Reports** in the top navigation bar. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444460708_62666b1a_image-20250529180503-67-1.png?width=2048&height=1273&name=1759444460708_62666b1a_image-20250529180503-67-1.png) ### 2. Choose a report to work with For this example, click into the **Financials** category and open the **Membership Details Report**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444462785_a9c14ea2_image-20250529180510-68-1.png?width=2048&height=1273&name=1759444462785_a9c14ea2_image-20250529180510-68-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444465105_2db1aaf1_image-20250529180518-69-1.png?width=2048&height=1273&name=1759444465105_2db1aaf1_image-20250529180518-69-1.png) ### 3. Add your filters Use filters to narrow the report down before downloading: - **Status filter**: Select multiple statuses like **Active**, **Pending**, **Suspended**, or **Scheduled** - **Package name**: Click into the **Package Name** dropdown > Tip: Hold down Command (Mac) or Control (Windows) to select multiple packages Once you've made your selections, click **Filter** to apply them. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444467603_139e1f4f_image-20250529180525-70-1.png?width=2048&height=1273&name=1759444467603_139e1f4f_image-20250529180525-70-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444470036_71409525_image-20250529180534-71-1.png?width=2048&height=1273&name=1759444470036_71409525_image-20250529180534-71-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444472394_4cc1200f_image-20250529180541-72-1.png?width=2048&height=1273&name=1759444472394_4cc1200f_image-20250529180541-72-1.png) ### 4. (Optional) Customize report fields Click **Edit Report Settings** to add more columns to your report — like **Join Date** or other client fields. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444474835_5d6450af_image-20250529180549-73-1.png?width=2048&height=1273&name=1759444474835_5d6450af_image-20250529180549-73-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444476989_aef40d2e_image-20250529180557-74-1.png?width=2048&height=1273&name=1759444476989_aef40d2e_image-20250529180557-74-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444478894_629eda12_image-20250529180604-75-1.png?width=2048&height=1273&name=1759444478894_629eda12_image-20250529180604-75-1.png) ### 5. Download the report Once your filters are applied, scroll to the top or bottom and click **Download** \> **CSV**. The report will download to your device. > Tip: You can now open the CSV file in Excel or Google Sheets to sort, graph, or share the data with your team. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444480878_8678df5b_image-20250529180611-76-1.png?width=2048&height=1273&name=1759444480878_8678df5b_image-20250529180611-76-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444482959_b9e721e2_image-20250529180617-77-1.png?width=2048&height=1273&name=1759444482959_b9e721e2_image-20250529180617-77-1.png) --- ### Expected outcome You’ll have a filtered CSV file of your chosen report, showing exactly the data you need — ready to sort, analyze, or share. --- ### FAQs **Can I apply multiple filters at once?** Yes — status, package, date ranges, and more can be layered together. **Can I change the columns in the report?** Absolutely. Use **Edit Report Settings** to customize the report fields. **Why can't I download a report?** Make sure pop-ups or downloads aren’t being blocked by your browser. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana