Clients Report

All of your data is automatically and continuously backed up to our servers. However, some businesses like to keep a hard copy of their client database.  The Clients Report will save the data to an Excel spreadsheet. 

1.    Proceed to: Reports
2.    Click Clients
3.    The Clients file contains all of your client records. You may view it by selecting Export to Excel to your computer.

Did you find this article helpful?