Allow exporting Client List to PDF/CSV
Allow me to download the client list as a PDF or CSV file.
 Hayley Davidson
    
 shared this idea
Hayley Davidson
    
 shared this idea
      
    The client list can now be exported as a PDF or CSV file.
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      Sunni Meador commented Download option in client view with ability to customize the grid 
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       Brianna Borger
    
 commented Brianna Borger
    
 commentedThere should be a Download CSV option in the Clients list view. I have customized what information I need to see, why can't I then just download the complete list showing those items? It's the only tab that doesn't allow for that. 
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       Penne Schulz
    
 commented Penne Schulz
    
 commentedPlease provide the option to export the client list with customizable grid options as a CSV directly from the clients tab rather than running the Client Detail Report as this report does not function in the manner needed 
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      Melissa Carter commented Being able to view them is helpful but not being able to format them in a spreadsheet would be amazing. Please add this feature. 
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       George Lapp
    
 commented George Lapp
    
 commentedOh, and please no to making it an export in the form of a PDF. That's the most useless of formats for accessing information. A CSV file is what it would need to be to be useful. 
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       George Lapp
    
 commented George Lapp
    
 commentedI understand there is some concern this could lead to patient poaching. At our practice we wouldn't consider that a large concern, and would much prefer the usefulness of being able to export the client list. At a very basic level, I notice that there are fields in the client list that are not available in any other report, even for someone with administrator access to the demographic export functions. So I would like to advocate for, at minimum, administrator access to the ability to export all the fields available in the client list. 
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       Andrew Lundgren
    
 commented Andrew Lundgren
    
 commentedI can see clients. Why can't we print simple csv file or similar? Silly. Silly. Silly. 
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       Donna Massey
    
 commented Donna Massey
    
 commentedWould be great to be able to print up active my caseload or my active staffs caseload. 
 
          