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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.
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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.
2. Choose a report to work with
For this example, click into the Financials category and open the Membership Details Report.
3. Add your filters
Use filters to narrow the report down before downloading:
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Status filter: Select multiple statuses like Active, Pending, Suspended, or Scheduled
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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.
4. (Optional) Customize report fields
Click Edit Report Settings to add more columns to your report — like Join Date or other client fields.
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.
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 [email protected]
