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How to export client email addresses to CSV format?
How to export client email addresses to CSV format?

If you're collecting "email addresses" for your cases, you can include this information in an CSV report.

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

  1. Visit your [My Agency] tab >> click [Reports] sub-tab.
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  2. Since you want info on all the Cases (clients) you've entered select "Cases Report" type. See screenshot here: http://d.pr/i/B3YfM/4jqvHatS
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  3. On the 1st reporting screen: Select "CSV" format in the top-right corner -- You can filter further if wish but not necessary -- then click [Next] button. See screenshot here: http://d.pr/i/Df84ia/1XXzMyeJ
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  4. On the 2nd reporting screen: You can check the fields you need and un-check the fields you don't need, but be sure to include "Case: Email" and then click [Request Report] button. See screenshot here: https://simon.d.pr/i/Yi8iKe
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  5. In a few minutes your CSV report will be ready to download (you'll receive an email notification) and then you can open the file in Excel and you'll find an "Email Address" column -- Feel free to delete any columns you don't need.

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