How do I export Client Details?

There are a few way to export data in Anson Nightingale but each Grid that you see has the ability to export its data in a few different formats.

To export Client Details go to the People -> Manage Clients in the side menu.

Click Manage Clients

This will open the page with a list of active Clients in Nightingale.

From here we want to use the filters to get the data we want.

For example lets say we want a list of all clients that do not have an email address.

Click the filter funnel

Select Doesn't contain

Type @ into the box under Email

This will now filter the list and only show clients that do not have an email address in the system.

Scroll to the bottom of the page and change the Page Size drop down box to All Records

Once you list has filtered click the Export button and choose your desired format.

A file will then be generated with the data in the Grid.

If you have thousands of records it may take time to load.