If you need to export a list of your clients/members so that you may do some analysis, you can easily do that through the Clients tab.
To download a list of all members, just follow the steps below:
- Go to the Manage tab of the Dashboard
- Click the Clients tab
- Click the Actions dropdown button
- Click Download
This will download a .CSV file with a list of all your current clients and members with their details.
If you want to tailor the list before download it, you can do so using the ‘Add Filters +’ button. This will allow you to apply a range of filters to the list prior to download so that you may have the exact information you need without having to edit it after downloading.
Having trouble? Reach out to firstname.lastname@example.org and we can help.