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
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.
