How to export a list of clients' demographic information:
1. Select the Clients icon.
2. If only downloading info for Active clients, scroll to bottom of the page and click the Active Clients - List Download Zip/CSV link.
If downloading info for every client ever registered with your practice, select Any Status from the status drop-down menu at the top, click Update, then scroll to the bottom of the page and click the All Clients - List Download Zip/CSV link.
3. Select the fields you would like to include in the export list, then click the List Download Zip/CSV button.