Exporting info allows you to pull all client data into a sortable spreadsheet. Only admins can export client info from the Clients page.
To Export Client Data
- To export client data, open the Clients page.
2. Select the check boxes by the names you would like to export.
3. Select Export to CSV from the More Actions drop-down menu.
4. Choose the type(s) of data you'd like export and click "download."
5. The file will automatically download to your computer. The file will contain any client data you selected in step 4.