Reporting on your client database (export)

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 can be exported

1. Client Fact Find Data such as basic details, income, assets, 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.