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2. Select the Clients tab and search on all the customers or contacts you want to export.
If you want to export all the customers, just click into the client search box and press enter on the keyboard.


Or if you want a more detailed breakdown of your customers, click on the Advanced button and do a more detailed search.


Screen Shot 2015-12-09 at 9.50.22 am

3. At the bottom left you will see the EXPORT CUSTOMERS button, click it.
Screen Shot 2015-12-09 at 1.14.02 pm

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6. Press the Export button at the top right. The download manager will appear. Once it finished downloading click theOpen the Generation bar will turn black and show 100%.  Click the Open file button and your data will be presented displayed in excel.

.Screen Shot 2015-12-09 at 2.00.19 pm

 

7. You will notice that it will generate a CSV file which you can sort and sum manually. 

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