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Status Released
Categories Practice Management
Created by Adam Owens
Created on Feb 11, 2023

Export to csv

Would be good to have the feature where you can export to CSV. In particular, for example, client lists

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  • Admin
    Rob Millen
    Reply
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    Sep 14, 2023

    The ability to export your client list to CSV is now available: https://help.iris.co.uk/elements/clients/client-view-export-clients.htm

  • Craig Thornton
    Reply
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    Aug 19, 2023

    This is really needed and six months later on from our suggestion it's still not available

  • Admin
    Rob Millen
    Reply
    |
    Feb 20, 2023

    Thank you for the feedback. We are currently looking at ways to enhance the client list and other reports, so we'll make sure exporting the results to a CSV file is included.