Export a client

Calculation Reports

To download an Excel spreadsheet with the client's calculations, open the Client Page and click on the Export button on the top right.

Snapshots

To export reports from a snapshot, load a snapshot then click on the Export button on the top right.

Spreadsheet file

The generated .xlsx file is a pure excel file with no formulas or connections to external data. The main purpose of this file is for it to be styled and copy-pasted into reports, or stored for history keeping.

If you need to make a change in the calculations, it needs to be done in the app, then exported again.

Raw data

To get the raw client data as a csv file, you need to export the whole client database, then search for the row for that client.