To export client lists, follow these simple steps:
Click on "Export".
Choose the desired report template you wish to export. Each report type displays the columns included within.
Click the "Generate Report" button.
Your export request will be sent to the process logs.
To obtain the exported report, navigate to the process logs and click the "Download" button. This will download the report to your computer.
Notes:
If you want to filter and sort the client lists before exporting, apply the intended sort and filter options. The exported report will automatically include the sorted and filtered client data.
Admins can create new report templates based on their preferences in the Admin Settings.