What does the Clients Report do?


The Clients Report, found in Reports menu > section 'Clients', provides a list of clients for you, based on the criteria you select.

To generate a Clients Report: Choose which profile fields you want included in your report (i.e. first name, last name, email address, etc.). Then select the group(s) and the Status from which you want the report generated (Active, Inactive, Hot lead, Prospect), using the check boxes at the left of each group/status. Click on the 'Run report' button after you have made all of your choices. The report shows on your screen.  

Click the 'Download report' button at the top of the report page to create a copy on your computer.


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