Overview

This tutorial explains how to view a list of clients that have a birthday, anniversary, or a specific date type in a particular month.

How To View Clients That Have A Birthday Or Anniversary In A Specific Month

• Go to the Clients component
• Click on the Reports tab
• Click the View Clients with Dates button in the Client Settings section
• Select the desired month
• Select the desired date type
• For example, if you wished to view the clients that have a birthday that month select the date type of Birthday

How To Export the list of Clients to a csv file

• Click on the Group Operations menu bar
• Click the Select All menu item
• Click on the Group Operations menu bar again
• Click the Export Selected Clients to CSV menu item