This feature is available on all Goodshuffle Pro Plans.
Need a quick export of your client activity? Here’s how to download the report:
Step 1: Navigate to Client Activity
Click “Finances” in the left-hand menu.
Then click “Client Activity”.
Step 2: Select a Date Range
Use the date selector to choose the time frame you want to include in the report.
Step 3: Export Your Report
Click “Export”.
The Excel file will be delivered to your inbox shortly!
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