How to Download Client List via Excel

Modified on Mon, 15 Jul at 2:10 PM

Welcome! Today, we'll quickly show you how to Export a Company Client List in the Oasis Travel Platform.

1.  First, open up the Reports section in the left side menu.



Reports


2.  Next, locate the Client List (by Date Added) and click on either the Report Name or the Lightning Bolt to the far right.



Client List


3.  Now, select the Start Date in which to filter the Clients by. This will be the Client creation date. Once done hit Search.



Select Date


4. With the report filtered, click on either the Export CSV or XLS options in the top right to download the results.





And that's how to Export a Company Client List on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at [email protected]. We love hearing from you and are always here to help.

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