You can export a wide range of data from Walla in CSV format—including financial reports, plan activity, class metrics, appointment details, and even client contact information. This guide outlines everything you can and can’t export, organized by product area, so you know exactly where to find the data you need—and where exports aren't currently supported.
✅ Reports You Can Export
Financial
Sales cash tab
Record Id,Client Type,Client Id,Client First Name,Client Last Name,Sale Date,Payment Date,Transaction Type,Location,Description,Category,Status,Price,Amount Discounted,Amount Taxed,Cash In,Cash Out,Method,Card Present,Merchant Fee,Net Amount,Currency Iso,Payout Id,Payout Estimated Arrival Date,Client Home Location,Virtual Location,Sale By Staff
Sales accrual tab
Record Id,Client Id,Client First Name,Client Last Name,Sale Date,Transaction Type,Location Name,Description,Payment Type,Card Present,Category,Status,Sub Total,Amount Discounted,Amount Tax,Amount Due,Amount Paid,Amount Revenue,Monthly Recurring Revenue,Processing Fee,Currency Iso Code,Source,Payout Id,Payout Estimated Arrival Date,Paid Date
KPI operations tab
Month,Location Name,Paid Non Pif Autopays,Forecast Non Pif Autopays,Refunded Non Pif Autopays,Autopays Pif,New Account Created,New Autopay Plans,Refunded Autopay Plans,Lost Autopay Plans,Net Change In # Of Plans,Churn Rate,Intro Offers Sold,Intro Offers Refunded,Intro Offer Conversions,Pauses Ending
KPI financials tab
Date,Location,Sales,Recurring Revenue,Revenue From Plans Pif,Penalty Fee,Retail,Other
Retail report
Sale Date,Location,Barcode,Item,Color,Size,Category,Transaction Type,# Sold,Gross Sale,Wholesale Price,Discount,Tax,Returns,Net Sales,Profit,Total + Tax
Payouts summary tab
Record Id,Status,Stripe Payout Id,Net Deposit,Payout Fee,Merch Fee,Gross Amount,Original Payout,Balance Transaction,Failure Balance Transaction,Failure Code,Reversed By,Metadata,Arrival Date,Creation Date,Payout Method,Payout Type,Source Type,Statement Descriptor,Bank Name,Bank Last Four
Payouts detail tab
Record Id,Payout Id,Transaction Id,Amount Gross,Amount Fee,Amount Net,Location Id,Location Name,Virtual Location,Client Id,Client First Name,Client Last Name,Client Email,Stripe Transaction Id,Transaction Type,Description,Created At,Updated At
Recurring plan payments
Record Id,Client Id,Client First Name,Client Last Name,Client Email,Payment Date,Payment Amount,Tax Percentage,Payment Status,Plan,Plan Status,Subscription Type,Location,Scheduled Payment Created
Transaction export
Record Id,Client Id,Client First Name,Client Last Name,Sale Date,Transaction Type,Location Name,Description,Payment Type,Card Present,Category,Status,Sub Total,Amount Discounted,Amount Tax,Amount Due,Amount Paid,Amount Revenue,Monthly Recurring Revenue,Processing Fee,Currency Iso Code,Source,Payout Id,Payout Estimated Arrival Date,Paid Date
Gift card sales report
Record Id,Date,Purchase Location,Quantity,Amount,Revenue
Plans / Clients
Active plans
Client Id,Client First Name,Client Last Name,Client Email,Client Phone,Client In Person Check Ins,Client Livestream Check Ins,Package,Package Type,Subscription Type,Next Recurring Payment,Next Recurring Payment Amount,Offer Count,Remaining Balance,Status,Created At,Finish At,Amount Paid
First purchases report
Client Id,Client First Name,Client Last Name,Client Email,First Purchase,Mrr Eligible,Offering Name,Service Name,Amount Paid
First visits report
Record Id,Client Id,Client First Name,Client Last Name,Client Email,Class Date,Method,Lifetime Visits Count
Visits by client report
Client Id,Client Name,Client Email,Home Studio,Total Visits
Account balances
Client Id,Client Name,Balance,Last Activity
Classes / Appointments
Class analysis report
Class Id,Datetime,Day Of Week,Date,Start Time,Location Name,Class Name,Staff First Name,Staff Last Name,Amount Revenue,Amount Profit,In Person Checkins,Live Stream Checkins,Fill Rate
Class utilization report
Location Name, Of Classes,Utilization
Upcoming class bookings report
Record Id,Class Date,Class Time,Client First Name,Client Last Name,Client Email,Class Title,Staff First Name,Staff Last Name,Payments,Date Booked,Time Booked,Place Of Booking
Appointment revenue report
Appointment Booking Id,Date,Start Time,Appointment Name,Location Name,Staff First Name,Staff Last Name,Staff Display Name,Revenue,Tip,Total,Client First Name,Client Last Name,Payment Method,First Appointment
Upcoming appointments report
Record Id,Appointment Date,Appointment Time,Client Id,Client First Name,Client Last Name,Client Email,Appointment Title,Staff First Name,Staff Last Name,Payments,Payment Status,Date Booked,Time Booked,Place Of Booking
❌ Reports You Cannot Export
Financial / KPIs
MRR (Monthly Recurring Revenue)
Plans / Clients
Cross-visits report
Plan gain/loss report
Action card
Intro offers report
Plan and cancellations report
Plan cancellation request report
Expiring cards
Marketing automations report
Left on waitlist report
Classes / Appointments
Class attendance report
No-show/late cancel for classes report
Teacher ranking report
No-show/late cancel for appointments report
✅ Other Data You Can Export
Contacts Page
Record Id,Status,Client First Name,Client Last Name,Client Email,Birthdate,Account Balance,Address 1,Address 2,City,State,Zipcode,Home Studio,Phone Number,Phone Number Type,Total Visits,Marketing Email Opt In,Push Notifications Opt In,Transactional Email Opt In,Text Opt In,Created At,Last Activity
Client Profile Transactions Tab
Record Id,Client Id,Client First Name,Client Last Name,Sale Date,Transaction Type,Location Name,Description,Payment Type,Card Present,Category,Status,Sub Total,Amount Discounted,Amount Tax,Amount Due,Amount Paid,Amount Revenue,Monthly Recurring Revenue,Processing Fee,Currency Iso Code,Source,Payout Id,Payout Estimated Arrival Date,Paid Date
✅ Custom Audience List
Walla allows you to export client lists built using filters and audience rules. This export is available whether or not you have the Marketing Suite, but functionality differs based on your plan. While the filters themselves are dynamic (and allow you to target clients by plan status, visit behavior, email activity, and more), the exported CSV will always include the following:
Record Id,Status,Client First Name,Client Last Name,Client Email,Birthdate,Account Balance,Address 1,Address 2,City,State,Zipcode,Home Studio,Phone Number,Phone Number Type,Total Visits,Marketing Email Opt In,Push Notifications Opt In,Transactional Email Opt In,Text Opt In,Created At,Last Activity
Without Marketing Suite
You can build up to 3 total audiences per site
Each audience can include up to 2 filter conditions
Useful for basic segmentation (e.g., clients with active plans or recent visits)
With Marketing Suite
You can build unlimited custom audiences
Each audience can include up to 5 filter conditions