UI Data Exports

Export reports, member lists, and configuration files from the Open Loyalty Admin Panel.

This section covers every export you can trigger directly from the Admin Panel UI — dashboards and lists as CSV, PNG, or JPG reports, and module configurations as JSON files for backup or copying between tenants.

Looking for automated, recurring exports instead? See S3 Bucket Exports. For a general explanation of configuration export dependencies, see Configuration Exports.

Available Export Types

Dashboard

PNG, JPG, CSV — General overview and Units Wallet overview reports.

Members

CSV — Full member list.

Segments

CSV — Members assigned to a specific segment.

Campaigns

CSV/PNG/JPG dashboard

Campaign Codes

CSV — Redemption codes generated or uploaded for a campaign.

Issued Rewards

CSV — Reward redemption list.

Quick Format Reference

Export type	Format	Contents
Dashboard	PNG, JPG, CSV	General overview and Units Wallet overview metrics
Members	CSV	Full member profile list
Segments	CSV	Members assigned to a segment
Campaigns	PNG, JPG, CSV	Campaign dashboard metrics (report)
Campaign codes	CSV	Redemption codes generated or uploaded for a campaign, with usage status
Rewards fulfillment	CSV	Reward redemption/fulfillment list

Downloading exported files

1

Start the export

Trigger the export from the relevant module (see the export type pages above for exact steps).

2

Check the export list

Open Imports & Exports → Exports to view completed export jobs.

3

Download the file

Campaigns, achievements, wallet types, and rewards download immediately after export. Report exports (Dashboard, Members, Segments, Rewards Fulfillment) appear in the export list — check job status and download the completed file from there.