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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. On the right side of the top navigation, click the user icon, and then click Staff.
  2. Click the Actions drop-down menu, and then select Client Assignments. A spreadsheet with client assignments automatically downloads.