How to build a custom report and export it to CSV or Excel

Step by step

1. 1

   Open Report Builder

   Go to More › Reports and open the Report Builder tab.

   • Reports
   • Finance
   • Report Builder (select this tab)

2. 2

   Choose the data and dates

   Pick a Dataset — Members, Invoices, Payments, Leads, Attendance, Expenses or Inventory — and set From and To.

   Report Builder

   DatasetPayments▾

   From1 Sep 2026▦

   To30 Sep 2026▦

   Include summary (totals & breakdown) (ticked)

   Run report (click this)Download CSV

3. 3

   Pick and order columns

   Under Columns & order, click a + chip to add a column, Remove to drop one, and the up and down arrows to change the order. Tick Include summary (totals & breakdown) to add totals.

4. 4

   Run and download

   Click Run report to preview the results, then Download CSV.

Common questions

Related articles

• How to see your gym's revenue and profit & loss reportUse Fitnexa Reports to see revenue, collections, outstanding dues and your top plan, and the Finance tab for a monthly, quarterly or annual profit and loss.
• How to record gym expenses like rent, salaries and equipmentLog rent, electricity, salaries, equipment and other costs in Fitnexa Expenses, see spend by category, and feed your profit and loss report automatically.
• How to see today's attendance and who's in the gym right nowSee member and staff check-ins, check-outs, live occupancy and invalid events for today on the Fitnexa Attendance page, and search the day's event log.
• How to add a second branch or location to your gymOpen a new branch in Fitnexa with its own code, timezone and contact details, give it a branch admin, and see how each branch is doing.