To Export Client data to Excel:
- Open the Client Finder screen and find the Clients that you would like to export to Excel.
- Once the list of selected Clients appears in the grid, right-click anywhere in the grid and select Export to Excel. (Note: Even though it appears that one row is highlighted when you right-click in the grid, the entire list of Clients in the grid will be exported to the Excel file.)
- Navigate to the location where you would like to save your Excel file.
- Enter a File name.
- Click Save.