You can download client lists for reporting or storage through the Client Page or from the Report center page.
The Client Reports are grouped:
All Clients – generates the report for all clients.
By Staff Member Reports – generates a report by each of the staff members' clients assigned to.
Client Page
1. Navigate to Client Management Page
2. Click the Download Client List Icon.
3. In the Client Report Modal prompt, do these steps:
Choose from Sort By (name or email)
Choose from Sort Type Orientation (descending, ascending)
Choose from File Type (.csv, .xls or pdf)
4. Click the Download button
5. Selected File type .csv, .xls or pdf will be downloaded. Click the file to view the Client List file.
Report Center
1. Navigate to the Report Center page
2. In the report center page under the Client Report, do these steps:
All Clients
1. Click the 'All Clients' link.
2. On the Client Report modal prompt, do these steps:
Choose from Sort By (name or email)
Choose from Sort Type Orientation (descending, ascending)
Choose from File Type (.csv, .xls or pdf).
3. Click the Download button.
By Staff Member
1. Click the 'By staff member' link.
2. On the Client Report modal prompt, do these steps:
Select from Sort By (name or email)
Check the Staff Members' names.
Choose Sort type (ascending, descending)
Choose from File Type (.csv, .xls or pdf)
4. Click the Download button.
