Export customer list

This article explains how to export your customer list in Calenso. This feature allows you to download customer information for external analysis or reports.

TABLE OF CONTENT

• Export Customer List
  • Access Customer Menu 
  • Select Customers
  • Export Options 

Export Customer List

Access Customer Menu 

1. Click on "Customers" in the top left corner of the dashboard.

Select Customers 

1. Click on "Action" to open the dropdown menu.
2. Select "Select All Customers" or manually choose individual customers.

Export Options 

1. After selecting customers, click on "Export".
2. Choose the desired format (Excel or PDF).
3. Click "Download" to save the customer list.