How To Export Customer Data
| Export Customer Data | |
|---|---|
| Export customer details using the Patients Report in the Reports menu. | |
| 1 • Access the Reports | |
| a. | At the top of the page click Reports. |
| b. | Select Patients Report from the list. |
| 2 • Generate and Save | |
| a. | Choose your desired report formatting (e.g., CSV or PDF). |
| b. | Save the report to your computer. |
| ✅ Customer data exported successfully. | |