Within the portal, it is important to understand when and if your clients are using the portal and what subscription they are on. Instead of going through and clicking on each client, one by one, to retrieve this information, we have made it easy for you to download one easy to filter csv file. This file will show information like last log in, activation status, pro or starter account and assigned staff.
To export your client list to CSV:
1. Navigate to Clients>Client list.
2. Click on the 'I want to' dropdown box and select 'Export all clients to CSV'.
3. A pop-up box will appear. Click 'Export'.
4. The file will download and appear at the bottom of your browser when ready to view.
Click on the file to open.
5. Your file is ready to review and sort as required.
How do I perform bulk actions on the client list?