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.
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