Getting Started With Details
Education & Learning
Reports: Client Information List
Run a report that will include all of your client's basic information using the 'Event List'!
Having records of all of your client's names, emails, and phone numbers is a great way to keep track and keep in contact with all of your clients both past and present. Easily run a report that will include all of this information using the 'Event List'. Follow these steps:
- Click 'Settings' in the upper right-hand corner of the 'Event List'
- Toggle the columns 'Client Name', 'Client Email', and 'Client Phone' to 'On' and all others to 'Off'
- Click 'Save'
You are now ready to export your list by clicking the 'Export' button in the upper right-hand corner of the 'Event List'. This will create a CSV file that you can easily print or put into an excel file.