Knowledge Base Getting Started Frequently Asked Questions

Report: Alert Rule Notification Export

This article explains how to export a list of your clients who have triggered specific alerts.

The 'Alert Rule Notification Export' report provides a download of all of your clients who have triggered a specific alert, as well as any other relevant information displayed by the alert.

1 Navigate to the ‘Reports’ tab

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2 Select 'Alert Rule Notification Export'

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3 Choose the alert you’d like to export, then select 'Generate Report'

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4 Now wait a moment while FreeAgent generates your report...

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And that’s it!

Your report download will appear in your browser as a .zip file, then once extracted will contain a CSV file. You can then open this file in your preferred spreadsheet software. The file will also be sent to the email address associated with your FreeAgent account.

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