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
2 Select 'Alert Rule Notification Export'
3 Choose the alert you’d like to export, then select 'Generate Report'
4 Now wait a moment while FreeAgent generates your report...
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.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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