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How to Export Trip Data on SquadTrip

Step-by-step guide to exporting trip data: access stats, select trips/packages, and download to Excel for easy organization and analysis.

Updated yesterday

Overview

SquadTrip lets you export your traveler data as an Excel/CSV file for offline record-keeping, tax reporting, or sharing with your team. The export includes names, emails, payment statuses, registration answers, promo codes, add-ons, and waitlist travelers. You can also download signed waivers and legal documents.

Getting to Trip Data Export

  1. Log in to your organizer dashboard

  2. Click "Trip Data" in the top navigation menu

  3. Select a trip (or "VIEW ALL") and a package (or "VIEW ALL")

  4. The "Export Travelers" button is at the top of the traveler list

Export Your Traveler Data

  1. Navigate to "Trip Data" in the top menu

  2. Select a specific trip or choose "VIEW ALL" for multiple trips

  3. Optionally select specific packages or "VIEW ALL"

  4. Click "Export Travelers" to start the download

A loading indicator appears while the export generates. The file downloads automatically when ready.

Trip Data page showing the Export Travelers button with trip and package filter dropdowns

What's in the Export

The Excel/CSV file includes:

Data

Details

Traveler names and emails

Contact information for all travelers

Payment statuses and amounts

Paid, pending, overdue, canceled

Registration dates

When each traveler booked

Registration question answers

Responses to custom questions

Package and room type selections

What each traveler booked

Promo codes applied

Discount codes used at checkout

Waitlist travelers

Now included in exports

Add-on purchases

Extra items bought by travelers

Filter Before Exporting

Filter traveler data by category before exporting:

  • Deposits, Full payments, People going

  • Disputes, Cancellations, Payment delays

  • Add-ons, Abandoned sign-ups

  • Waitlist (now visible and exportable)

Filters let you export targeted subsets instead of the full list.

Download Signed Documents

You can also download signed waivers and legal documents:

  1. Navigate to the "Signed Documents" tab

  2. Search for a specific traveler

  3. Download the PDF of their digital signature

Important Notes

  • Exports include all travelers matching your current filter -- set filters before clicking Export

  • Waitlist travelers are now included in exports by default

  • The export file can be opened in Excel, Google Sheets, or any CSV-compatible tool

  • Export data regularly for offline backup of bookings and payments

Troubleshooting

Problem

Solution

Export button not responding

Wait for the loading indicator to finish. Large exports may take a few seconds to generate.

File is empty or missing data

Check your trip and package filters. "VIEW ALL" includes everything; specific selections limit the results.

Can't find the "Signed Documents" tab

Look for it as a tab above the traveler list on the Trip Data page. It's a separate tab from the main traveler export.

Waitlist travelers not appearing

Waitlist travelers are now included by default. If they're missing, refresh the page and try the export again.

Frequently Asked Questions

Q: What file format is the export? A: The export downloads as an Excel-compatible file (CSV/XLSX) that opens in Excel, Google Sheets, Numbers, or any spreadsheet application. All data is organized in columns with headers.

Q: Can I export data for multiple trips at once? A: Yes. Select "VIEW ALL" in the trip dropdown to include travelers from all your trips in a single export. You can also select "VIEW ALL" for packages to include all package types.

Q: Does the export include payment details for each traveler? A: Yes. The export includes payment statuses (paid, pending, overdue), amounts paid, remaining balances, and which promo codes were applied. It's useful for financial reconciliation and tax reporting.

Q: Can I download signed waivers in bulk? A: Currently, signed documents are downloaded one traveler at a time from the "Signed Documents" tab. Search for a specific traveler and download their PDF individually.

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