You can filter your client list to display only specific clients and then export the client list to a .csv, .xls, or .pdf file.
Export the client list from the All Clients page
To export the client list from the All Clients page, follow these steps:
Click the App Drawer, then click View All > Clients.
Filter the client list to display the list of clients you want to export.
On the All Clients page, click Export and select either CSV, Excel, or PDF.