Exporting to Excel

I am wanting to be able to export the client list into Excel. However, when I have made that attempt, I am getting 2 columns, one with name and physical address and then the second column is for email. How can I export and chose which fields or at least ensure they are exported into different columns?

Thanks in advance for all your help!

  • 0

    You will need to create a user-defined report to get the fields you want. Basically add a report and choose new user defined client detail. Then in report designer add the fields you want. For assistance you can look at help or work with a consultant.