You can export your Client list for any particular date range in different formats: in Excel, PDF and CSV.

Start in the Client Screen

  • First select the TO and FROM dates that you wish to export the information for (e.g. week, month or custom dates etc.).

  • Next click on format you need to export.

  • That information will then download to your computer or mobile phone where you can then open it and check and sort the information.

PROTIP: PDF files are not editable or sortable and just look good for printing and record keeping! So if you want to sort through your information and move columns etc, we suggest you download in excel or CSV.

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