How to Export Customer Data

If you want to export your Customers data:

• Navigate to the Customer Page of the Dashboard

• Click on the white Export button at the top right of the page

  • Only an account with the Owner role can view this Export button

• Choose the preferred date range on the Customer Report pop-up window

• Click the Blue Export button in the pop-up window

Here is the white Export button on the top right of the Customer Page of the Dashboard

Here is the Customer Report pop-up window: