Downloading your client data

For reporting with Excel

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Written by Bryan Wang
Updated over a week ago

1. Go to the Browse Clients section under the Client Service area

2. Click on Download CSV

This will start preparing your file for download.

3. Click the button to download your data

You will see a loading indicator while your data is being prepared. Once it's ready, you will see a button to download the data. This is a complete file with all of your client data, which you can open in Excel for fully custom reporting.
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