Export/Report client data

There are two main ways to report and monitor client data:

1. Through the use of the Dashboard widgets

2. Exporting client data to CSV and then further manipulating the data

What data can be exported

1. Client Fact Find Data such as basic details, income, assets, category, client created date etc

2. Workflows/Tasks Data

3. Agreements/Review data

Each section has an export button (see picture) that will produce a CSV of raw data for further manipulation.

Exporting File Note Data

A request will need to be made to Support for an extract of file note data. Please note a fee of $250 plus GST applies for File Note extracts. A zip file with CSV and all attachments will be provided.