Client Information Report
Select Reports from the Menu bar, this will show you a list of available reports to select from. In the example below, we are going to select Client Information from the drop-down menu.
On the Client Information Report, there are two main buttons.
1. Brings up the Column Chooser box.
2. Export to Excel button.
The Column Chooser box gives you options to drag and drop more columns into your report. Below we are dragging and dropping Type into the report.
To remove the Type column, select it and drag it back to the Column Chooser box.
You can also drag an option from the Column Chooser box to the space where it says: Drag a column header here to group by that column. Below we are dragging the option City.
This will group your report by that option. To remove this grouping, simply drag it back to the Column Chooser box as in the previous example.
When you have added all the columns you require for your report. You can click on the Excel button and your customised report will be exported: