What you can export
Reservation export: date, time, party, channel, status, table. Guest export: contact, consent flags, tags. No encrypted secrets.
Occupancy and no-show summaries use separate CSV templates.
Export steps
Reports → Export → Reservations. Pick date range and area filter. CSV downloads UTF-8, set encoding when opening in Excel.
Ranges over 12 months process in background; email link when ready.
Privacy data request
When a guest requests their data, use Operations → Guests → profile → Privacy Export for a personal package.
Package includes booking history and consent logs. Link valid 7 days, regenerate if expired.
How do I share export files securely?
Share exports over encrypted channels, avoid email attachments. Delete local copies per your policy; panel exports log to audit with who, when, and which range.
Finance role has billing and export access; Admin can download all export types. Host role cannot export.
Automation (Enterprise)
Enterprise can schedule weekly SFTP export under Settings → Integrations → Scheduled Export.
For API export see Enterprise API docs, request token via support ticket.