How to export a customized list?

  1. In the client's module, select the button identified with 3 points located on the right of the screen.
  2. Choose the Custom Export option.
  3. A window will open where you should select among the options the scope of the export. Then click on next.
  4. Add multiple filters to segment your clients. Locate the box called filter 1 and click on the option Choose a parameter, choose the one you want and go to the Options box to choose among the corresponding ones.
  5. To add more parameters, select the Add additional filter + button and repeat the steps. Once you have selected all you need, click on Next.
  6. A new window will open to add the details of the file and the fields you want to include.
  7. You can add all the columns available or choose each one of the columns that you need.
  8. To finish click on Export.

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