User RolesAdminStaff contributorExternal ContributorPulse user

Downloading data from a client file is quick and easy. Follow these simple steps:

  1. In the Client Overview, click the Action button.
  2. Select the Download Data option.
  3. A list of available export files will appear—choose the one you need and start your download.
List of available export files is determined on a firm level by user with admin rights.