Exporting client list

You can export your entire client list into an Excel or CSV file.

To export your client list:

  1. Click the App Drawer button .
  2. In the App Drawer, click Clients.
  3. In the top right corner, click the Filter button .
  4. In the Filter menu:
    1. Under Client Activity, select All clients.
    2. Click APPLY FILTER.
  5. On the report screen, click Export and choose either to export in CSV or Excel.
Was this article helpful?
(66 out of 71 people found this article helpful)
Still need help? Contact us