Client Excel Exports
Learn how to export your client records to Excel.
Export your client data to Excel from within the client management area.
Key Points
When exporting client data to excel, the main points to be aware of are.
- You can choose which parts of the selected client records to export.
- The export will only include data which the user has access to.
- You can filter search results by client box.
- This allows you to collect results from various searches, so you don't need to run multiple exports or remove unnecessary records.
Step-by-step
See below for a step-by-step guide on exporting your client data to Excel.
Exporting client data
- Navigate to the 'Clients' area using the system menu.
- Search for the records that you wish to export.
- Select the relevant records.
- Click/press the 'Advanced' button in the top left.
- Click/press the 'Excel' button under the 'Export' section in the menu.
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Once you've selected the parts you wish to export click/press the 'Export' button.
- (Note: The available parts will depend upon your user permissions.)