Watch the Video Below or Scroll Down for Written Instructions
1. From the Clients Tab
2. Click Export Clients button
3. An Excel sheet will be downloaded with all your clients and data. You can then filter your client information in excel as needed. You cannot filter in app and export- the entire client list will export every time.
::Note:: If you are unable to see the Export Clients button, it is due to not having the correct permissions set. Please ask your account owner to update your permissions accordingly. ::Note::