Documentation forWeb Help Desk

Export clients

You can export Client information to a TSV or Excel format for export to other locations or applications.

  1. In the toolbar, click Clients.

  2. In the Basic Search or Advanced Search tabs, enter your search parameters and then click Search.

    Your clients display on the screen.

  3. In the Clients toolbar, click TSV or Excel to download a file format containing a list of clients.

  4. Save the file to your hard drive or other location.

To open the TSV file in Excel, open a new Excel workbook and drag the file into the workbook. Adjust the column widths as required.