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How do I generate a .csv file from the client report?
- Navigate to the Menu > Reports on the sidebar.
- Click on the edit pencil next to the Client Report.
- Click New Run.
- Enter desired Report Run Name. Clear or enter appropriate date filters and add any other filters.
- Click Generate.
- From the generated report select the option to export to excel.
- The report will open in Excel where you can select File > Save As.
- You will name it and change the option below where it states Save as Type to CSV from the drop-down menu.
- Click Save.