How to export client account data
Ticketopen
Moycullen Recruitment · How to export client account data
Ciara asked how to export client accounts with linked invoices for sharing with operations. Olivia directed her to the CSV export from search results.
What happened
What this says
Current to 14 Oct 26Ciara asked how to export client accounts with linked invoices for sharing with operations. Olivia directed her to the CSV export from search results.
Problem: Ciara needed to export client accounts and their invoices in one file for the operations team. Handling: Olivia explained that a search query for all accounts provides an export button that generates a CSV file with linked invoice records included. First response came 545 minutes after creation on 7 Oct 2026. Ticket remains open as of the as-of date. Watch: The slow response time is notable. Export functionality is working as designed and meets the customer need.
Details
Updated 9 Oct 26Trail
created · Ciara Joyce 7 Oct 2026 14:49Hi, I'm trying to export the list of client accounts we've set up in the brain, along with their invoices, to share with our operations team. I've had a look at the dashboards and pages, but I'm not sure of the best way to do this. Can you point me in the right direction?- public_reply · Olivia Grant 7 Oct 2026 23:54Hi Ciara, You can export the client account list directly from the search page. Run a query for all accounts, and you'll see an export button at the bottom that creates a CSV. This includes the linked invoice records, so your ops team will have everything they need in one file. Let me know if that works for you. Thanks, Olivia