レポートとデータのエクスポート
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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 |
Pro Tip: Export clients and payments monthly for backup purposes, even if you don't need the data immediately.
Step 1: Export Client List
- Go to Clients in the sidebar
- Click the "Export" button (top right)
- Choose export options: Format (CSV/Excel), Include Fields, Date Range
- 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
- Go to Payments → History
- Apply filters (date range, status, client)
- Click "Export"
- Choose format (CSV or Excel)
- Download
Payment Report Contains
- Transaction ID, client name, amount, currency
- Status, due date, paid date
- Payment method, notes
Step 3: Export Appointments
- Go to Appointments
- Click "Export"
- Select date range and format
- Choose ICS (calendar) or CSV (spreadsheet)
- Download
Scheduled Reports (PRO)
Set up automatic exports:
- Go to Settings → Scheduled Reports
- Click "Create Schedule"
- Configure: Report type, frequency (weekly/monthly), delivery email
- Save schedule
Reports are emailed automatically on your chosen schedule!
Best Practices
- Regular Backups - Export monthly for data safety
- Password-Protect Exports - Add password to sensitive files
- Delete Old Exports - Don't leave sensitive data in Downloads
- 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
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