Go to the 'Client Cases' tab 🧑
​

You then just need to click on the 'Export' 👇 option in the top right hand side
​

You can now choose which clients you want to export
​
​For example, if you want to export by tags, status, or by Staff member choose that selection from the box
​

Then click 'Export' 👇
​

Your list will now be downloaded as an Excel sheet and will appear in your downloads ⬇️, either at the bottom right-hand side or at the top right-hand of your screen
​

Click on it to open it
​

You are now all set to work on your clients list! 🎉