Exporting customers to an Excel file

In Timely:

  1. Select the Reports tab from the main menu.
  2. Choose Customer list from the list of available reports.
  3. Click the View report button.
  4. Once the report appears, click the Excel button to download the report as an Excel file.

Your customer list will be downloaded to your computer as an Excel file.  Please make a note of the location the file gets downloaded to.

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