Exporting Client Assignments

This article explains how Managers and Administrators can export a list of Client Assignments, including the Staff member they are assigned to, the client's SureImpact Id (Client Id), First Name, Last Name, and Date of Birth.

To export Client Assignments:

1. In the top navigation, click Staff.
2. Click the Actions drop-down menu.
   
3. Click Export Client Assignments. A spreadsheet with staff Client Assignments automatically downloads.