Getting report data out
Report pages have no download button; here is what can be exported and how to get the rows behind a number.
What can be exported
- Clients and activities as CSV: Marketing › Automations › Import & export › Export client list. Choose the period, person, connection and stages, click Count, then Download clients CSV and Download activities CSV, or email both files to up to five addresses. Admins and executives only, because the files carry phone numbers and emails. Details in Exporting your client list.
- Front-desk walk-ins: the desk’s own Reports page has Export CSV for footfall.
- The rows behind a report number: on the Response breakdown, click any count to list the clients; on Team performance, open Clients with the matching filters.
Sharing a view instead of a file
The Response breakdown keeps its period, grouping and filters in the page address. Copy the address from your browser and send it; a colleague with the same reach opens exactly the same view. For a picture, use your browser’s print to PDF on any report page.
Updated on 29 October 2026