Client Export

Use the Client Export report to download client data to a Microsoft Excel spreadsheet file or other file format.

Contents

Column	Description
Client Number	This column displays the client identifier.
Client Name	This column displays the name of the client.
Type	This column displays the type of client (for example, Commercial, Government, or Non-Profit).
Status	This column displays the status of your relationship with the client: Active, Dormant, or Inactive.
Relationship	This column displays your relationship with the client (for example, Consultant, Prospective, or Existing).
Website	This column displays the client's Web site address.
Client Create User	This column displays the user ID of the person who created the client record in the Client Info Center.
Client Create Date	This column displays the date on which the client record was created.
Client Modify User	This column displays the user ID of the person who most recently modified the client record.
Client Modify Date	This column displays the date on which the client record was most recently modified.
Primary Address Description	This column displays the description of the client's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
Primary Address 1 - 4	Primary Address 1 displays the client's name. Primary Address 2, Primary Address 3, and Primary Address 4 display the client's primary address information (street name and number, suite number, postal box number, and so on).
Primary Address City	This column displays the city from the client's primary address.
Primary Address State	This column displays the two-character abbreviation for the state from the client's primary address.
Primary Address Zip	This column displays the ZIP code from the client's primary address.
Primary Address Country	This column displays the country from the client's primary address.
Primary Address Phone	This column displays the phone number at the client's primary address.
Primary Address Fax	This column displays the fax number at the client's primary address.
Primary Address Tax Reg. #	This column displays the tax registration number for the client's primary address.
Primary Address Tax Country Code	This column displays the tax country code for the client's primary address.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the client record.
Primary Address Create Date	This column displays the date on which the primary address was created in the client record.
Primary Address Modify User	This column displays the user ID of the person who most recently modified the primary address.
Primary Address Modify Date	This column displays the date on which the primary address was most recently modified.
Billing Address Description	This column displays the description of the client's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address 1 - 4	Billing Address 1 displays the client's name. Billing Address 2, Billing Address 3, and Billing Address 4 display the client's billing address information (street name and number, suite number, postal box number, and so on).
Billing City	This column displays the city from the client's billing address.
Billing State	This column displays the two-character abbreviation for the state from the client's billing address.
Billing Zip	This column displays the zip code from the client's billing address.
Billing Country	This column displays the country from the client's billing address.
Billing Phone	This column displays the phone number at the clients billing address.
Billing Fax	This column displays the fax number at the client's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the client's billing address.
Billing Tax Country Code	This column displays the tax country code for the client's billing address.
Billing Address Create User	This column displays the user ID of the person who created the billing address in the client record.
Billing Address Create Date	This column displays the date on which the billing address was created in the client record.
Billing Address Modify User	This column displays the user ID of the person who most recently modified the billing address.
Billing Address Modify Date	This column displays the date on which the billing address was most recently modified.
Memo	This column displays the text entered in the Notes field on the General tab of the Client Info Center.