Exporting Global Client Grid Data

You can export individual segments or custom lists of clients. You also have the option to export all data or only the visible columns.

Exporting a segment

On the Clients screen (the main screen):

1. Select the segment that you want to export. To export all of your clients, select "All clients."

2. Select "Export" from the contextual menu that appears to the right of the Segment name in the toolbar.

3. By default, only visible columns will be exported. If you would like all data for each client, select "Export with all columns" instead.

Exporting a sub-set of clients within a segment

1. Select the segment that contains the clients that you would like to export.

2. Using the checkboxes on the left, select the clients you'd like to export.

3. Select "Export selected" from the contextual menu that appears to the right of the Segment name in the toolbar.