How to View and Export your Client Contacts
Rosalie Roxas
Last Update 2 years ago
Depending on your spreadsheet program, you may view and export your client’s information via CSV file. You can open the file with any Spreadsheet program, but we suggest using Microsoft Excel, Google Sheets, and OpenOffice Calc.
To export client details from AOT Client Report to a CSV file:
- Click Reports in the AOT Sidebar.
- On the Report Dashboard page, select Client Report to view and generate.
- To apply filters, set the information you want the report to contain and click the Apply Filters button.
- After you run the report, you may view it in excel/CSV file or export report results by clicking the Export to Excel button.
- The client report includes Email, Name, Gender, Date of Birth, Phone, Address, Timezone, Language, and Notes.
- The report is generated in Excel and automatically saved into your local drive with the filename:
Client_Report_(Month)_(Date)_(Year)__(Hour)_(Minutes)_(Seconds)_(AM/PM) .
To know more details about Viewing & Generate Reports for Bookings, Clients, Memberships, Commissions, and Staff Payroll, follow this link.
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