When generating a report on clients, are we able to do so as an excel sheet, instead of a pdf? I've tried converting the pdf to excel afterwards and the formatting isn't that great. Thanks!
Hi All - nvm, I've figured it out. In the clients tab, you can 'Export to file...' and choose the parameters you want displayed on the report. 😅
And you can get it as a comma-separated file, or as fixed-length text. They each have their uses.
Robert Kirk
LTUGtools
