Export a customer list to Excel

Remote Manager can export a customer list to an Excel file. The spreadsheet includes information about the customer sub-accounts, such as customer ID, company name, phone number, and customer account number. See Admin > Customers view for more detailed information.

Note You must be assigned the Administrator role to be able to access the customer sub-account information.

1. Click Admin > Customers.
2. Click Export Customer List. An Excel spreadsheet is generated and the file is saved to your downloads folder.
3. Click the downloaded spreadsheet to open it in Excel.