Exporting Client List

You can export your full client list into Excel format and include any number of additional fields in your export.

To do this, first go to Clients. Then select More Options > Export Client List:

This will bring up the Export Client List window where you can select which information from your client profiles you want to include in the export. Once you've selected the fields you want to export, select the green Export List button and the download of your Excel spreadsheet will begin:

Once the report has downloaded, you can open up your spreadsheet and see all the client information printed there: