Export client list

You can export your client list to CSV file.

Relationships between clients are not exported.

Only the clients in the current view are exported. Make sure you change to the appropriate view before exporting.

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Select Actions then Export clients.

    Exported CSV files are automatically saved to your device's Downloads folder.