How to Export the Client List to Excel

You can download the client list with their current balances as a file.

1. Open the "Clients" section → "Clients" tab.
2. Click "Export to Excel".
3. A file will download with the list: phone, name, and current balance of each client.

What to Do If… #

…you need an operation history, not just a list? This export downloads exactly the client list with current balances, not an operation history — the history can only be viewed on a specific client's own page.