This article applies to: All Firm Users with the Client Manager role
The Clients Export produces a downloadable Excel file of the Client Companies in your portal, including contact details, login and authentication settings, and Divisions where applicable.
To download the report:
- Navigate to Clients in the left-hand menu
- Apply any filters you'd like (for example, by division or status). Only the filtered rows will be exported
- Click the Download icon in the top-right
The system will generate the report and a notification will appear once the file is ready for download.