dragonfly

export clients to a csv

for sharing a list with an accountant, a partner, or pulling into a spreadsheet for analysis. export respects whatever filter is active — "only vips" gives you only vips.

3 steps~2 min
  1. 1

    filter to the list you want

    the export reflects the current view. set the search, filters, and sort first.

  2. 2

    click export

    the toolbar has a download icon. click it to download a csv with every visible column plus contact info.

  3. 3

    open in excel or google sheets

    the csv is utf-8 with a header row. tags export as comma-separated inside one cell.

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