The Partner Portal may show an export action for records allowed by your current profile, role and filters. The file is a snapshot of the data displayed at export time, not a promise of a complete database or every client and field.
Downloading Your Client List
Follow these straightforward steps to export your client data:
Log in to your Partner Portal
Navigate to the "Reports" section in the main menu
Select "Clients List" from the dropdown options
Locate the export options at the bottom-right corner of the page
Choose your preferred format: CSV or XLSX
Follow the browser prompts to save the file to your device
File Format Options
The system offers two export formats to accommodate different needs:
CSV (Comma Separated Values): A text-based format that can be opened with simple text editors like Notepad or more advanced tools. This format is ideal for importing into various database systems.
XLSX (Excel Spreadsheet): A cell-based format optimized for Microsoft Excel and similar spreadsheet applications. This format preserves formatting and allows for immediate data analysis.
Important Note
Export visibility and content can depend on permission, the current Partner relationship, records, filters and data status; a missing button does not prove there are no clients. Treat the file as confidential customer data: use only the fields needed for an authorized purpose, store it securely, restrict access and delete it when no longer needed. Do not send the full file through ordinary chat or email. For support, share only the format, period, filters and exact message shown, with unnecessary customer data redacted.