- You must be signed in to the CMS.
- You must belong to an organisation, or be a platform administrator with an organisation selected.
- Your role must have read permission on the record set you want to export.
- To export orders, your organisation must have at least one order on record.
- To export degrees, your organisation must be a lodge or another kind that keeps degree records.
Step by step
- Open the Reports screen
Click Reports in the left-hand navigation column. The page loads without a full browser refresh.
- Let the page build your export list
The Reports screen checks your account and organisation behind the scenes. It looks up your organisation's type to decide which record sets to offer — degrees are only listed for organisations whose kind includes the degree claim, and orders only appear if your organisation has at least one order on record. The available options are labelled in your organisation's own vocabulary.
- Find the Take a copy form
Scroll to the section headed Take a copy. It explains that everything you have written is yours and you should never have to ask anyone for a copy. Below that explanation you will see a dropdown list labelled Which records and a Download it button.
- Choose a record set and click Download it
The dropdown defaults to Members. Select a different record set if you need one, then click Download it. The button label changes to Building the file… and is disabled while your file is being prepared.
- The server checks your request
Before building anything, the server re-establishes your session independently — it never trusts the form to supply your organisation. It confirms that the record set you chose is a recognised export type, and if you requested degrees it checks again that your organisation's kind includes the degree claim.
- Your records are collected and turned into a CSV
For a members export, the system retrieves up to 10,000 member records for your organisation, sorted by last name, with access control applied so your role's read permission is enforced at query time. It builds a spreadsheet with columns for membership number, name, suffix, email, phone, status, type, standing, and join date. Lodges also get columns for initiation, passing, and raising dates. Your organisation's local date is used to name the file, for example members-2025-07-14.csv. Formula-injection characters are escaped so the file is safe to open in any spreadsheet application.
- Save the file your browser offers you
Once the file is ready, your browser triggers a download automatically — no extra click needed. A status line below the button shows the filename and the number of rows. Accept or move the file as you normally would with any browser download.
What happens next
You end up with a CSV file saved to your device, for example members-2025-07-14.csv. It contains one header row and one data row per record in the collection you chose, scoped to your organisation only. Amounts are expressed in dollars and the file is safe to open directly in Excel, Numbers, or Google Sheets. Nothing is emailed to you and no copy of the export is stored on the server.
Good to know
The list of record sets shown to you is built from what your organisation actually has permission to keep. Degrees are hidden when your organisation's kind does not include the degree claim, and orders are hidden when your organisation has no orders on record. Contact your administrator if you believe your organisation should have access to a record set that is not appearing.
The export is always scoped to your own organisation. If you are a platform administrator using the tenant picker, the export reflects whichever organisation is currently selected, not every organisation on the platform.
Daviah — Download a CSV file of your organisation's member records, or any other record set, straight to your computer from the Reports screen.