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Clients Export

Learn how to Export your Client information here.

Written by Maahi Islam

To export Client information, navigate to People > Clients and apply the necessary filters using the Filter button. You can refine your export by Location, creation date range, profile status, any Custom Fields you have set up, and data storage consent. Clients can also be filtered by their assigned Client Manager or Affiliate, and by any Labels applied to them.

Once you have set your filters, click the Export CSV button to download the file.

The Clients list with the filter options and Export CSV button visible.

Exporting Client data.

Note: Exporting requires the 'Export Operations' permission on your Administrator profile, which also needs 'View Operations' to be enabled.

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