How to export customers to Yaku?

This article explains the process of exporting customers, so you can process it in a spreadsheet or PDF.

This option is one of the quick actions in the customers module.

First, you should click on Export.

Then the following popup will appear:

The first selection field is the Report Type, where you will choose between two options:

– PDF.

– EXCEL.

The second selection field is for downloading by a set date range or custom dates.

Finally, we click on “Export” and a file will be downloaded in the previously chosen format.

Now go back to Clients to continue with the next article.