The Partner Portal offers a simple way to download your complete referred client database for offline analysis. This feature allows you to maintain records and perform detailed performance analysis using your preferred spreadsheet software.
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
The export option will only appear if you have at least one referred client in your database. If you're new to the partnership program or haven't successfully referred any clients yet, you'll need to build your client base before this feature becomes available.