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How can I download my Client Activity Report?
How can I download my Client Activity Report?

Here's how you can quickly download your Client Activity Report

Colin Connor avatar
Written by Colin Connor
Updated over a month ago

First, click Finances and then 'Client Activity' located in the left-side menu.

Next, select the date range you want to download.

Then, click Export.

You'll see the client activity report as an Excel file in your inbox shortly!

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