How do I export my client list using the new format?

This article explains the New Clients List view in Nightingale.

Enabling the feature

To enable the new client list on your nightingale instance, please contact support.

Accessing the feature

The feature can be accessed by the normal navigational menu under Clients > All Clients (New) category.

Columns Button

The columns button allows you to show and hide certain columns on the table. To enable the columns, check the boxes in the popup and click save.

Layouts

This page has a new feature called Layouts, which allow you to customise and save both the layout of columns and the filters applied to them.

To use this feature, customise the table to your liking and click Save Layout in the top left of table.

You can then set this layout as the default view, by using the checkbox in the save layout window.

The default view will load automatically when you come and visit this page again later on.

Switching between Saved Layouts

Use the “Layouts” button to switch between two or more saved layouts. The active column will toggle the currently active layout and close will close the layouts pop-up window.

Export to CSV

It’s often useful to export table data to CSV. The CSV export will still apply filters to your data, it will just include all the possible columns.

Current Limitations

Due to technical limitations, the “Groups” and “Client Types” columns do not filter and order correctly. Please avoid trying to filter and order for these columns at the moment.