Exporting Reports and Data

Learn how to export your client data, payments, and reports for accounting, tax filing, or external analysis.

Introduction

Exporting data from ClientFlow lets you use external tools (Excel, Google Sheets, accounting software) for custom analysis, tax preparation, or client communication. All exports maintain data integrity and comply with privacy regulations.

Understanding Export Types

Export Type	Contains	Use Case
Clients	Names, contact info, tags, custom fields	CRM import, mailing lists
Payments	Transaction history, amounts, statuses	Accounting, tax filing
Appointments	Schedule data, attendance, notes	Calendar sync, reports
Analytics	Revenue, retention, growth metrics	Board presentations, analysis

Step 1: Export Client List

1. Go to Clients in the sidebar
2. Click the "Export" button (top right)
3. Choose export options: Format (CSV/Excel), Include Fields, Date Range
4. Click "Download Export"

Included Fields

• Full name, email address, phone number
• Created date, status (active/inactive)
• Tags, total payments, outstanding balance

Step 2: Export Payment Data

1. Go to Payments → History
2. Apply filters (date range, status, client)
3. Click "Export"
4. Choose format (CSV or Excel)
5. Download

Payment Report Contains

• Transaction ID, client name, amount, currency
• Status, due date, paid date
• Payment method, notes

Step 3: Export Appointments

1. Go to Appointments
2. Click "Export"
3. Select date range and format
4. Choose ICS (calendar) or CSV (spreadsheet)
5. Download

Scheduled Reports (PRO)

Set up automatic exports:

1. Go to Settings → Scheduled Reports
2. Click "Create Schedule"
3. Configure: Report type, frequency (weekly/monthly), delivery email
4. Save schedule

Reports are emailed automatically on your chosen schedule!

Best Practices

1. Regular Backups - Export monthly for data safety
2. Password-Protect Exports - Add password to sensitive files
3. Delete Old Exports - Don't leave sensitive data in Downloads
4. Use Templates - Create saved export templates for recurring needs

Next Steps

• Set up monthly exports - Schedule automatic backups
• Create export templates - Save time on recurring exports
• Share with accountant - Send payment exports for tax filing

Regular data exports keep your business records safe and organized!

---

Read time: ~6 minutes | Difficulty: Beginner