_angie
Level 1
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  • 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.😅
    _angie
    May 30, 2024
  • 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 formatt...
    _angie
    1
    May 30, 2024
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