You can download client lists for reporting or storage through the Client Page or the Report Center.

Client Page

  1. In the Side Menu, click Client Icon.

2. In the Client Page, click the Download Icon.

3. In the Client Report Modal, do these steps:

  • Select from Sort By, Sort Type, Orientation and File Type.
  • Click Download.

Report Center

  1. In the Side Menu, click Survey Icon.

2. In the Report Center Page under the Client Report, do these steps:

  • Click All Clients to download all the Client List.
  • Click By Staff Member to download a staff member's Client List.

3. To download All Clients iIn the Client Report modal, do these steps:

  • Select from Sort By, Sort Type and File Type.
  • Click Download.

4. To download By Staff Member in the Client Report modal, do these steps:

  • Select from Sort By, Sort Type and File Type.
  • Select from Staff Members Assigned.
  • Click Download.
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