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How to Export Client Accounts to Excel in Bulk

  1. Click on the Search icon.
  2. Type Client  Account.
  3. Click on Client Account (My Office) this is for all the Clients. 

    Note: Client Account (Client) is just for one Client

  1. The Client Account list page will Use the filters to ensure you get the appropriate client list in the grid below. Click Apply Filer.
  2. Click Select All.
  3. Click the Download button.