There's a way to print your filtered lists. Filter first. Then ensure Details is open and Select All on the left side in the Actions section of Details.
Once you've selected the client names, open Database and choose either Export or Print Report.
Export allows you to extract data and to create a .csv which can be opened in Excel. Select the Options button at the bottom left to decide what to export, choosing fields and deciding on format and file name to export to a .csv. Load it, save it and open the file in Excel. You'll end up with two files on your Desktop or in a folder.
Profile does allow you to export Client Explorer filtered lists to Excel
4:44 PM |
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