Permissions

You must have Organization Administration permissions to pull a client list with birthdays, addresses, and demographic information. 

Before You Begin

There are a lot of reports in TheraNest that can get you different information on your clients. This is for users who need demographic information for mailing lists, newsletters, Birthday cards or other business needs. 

Fields Included in the Export File: 

Export List

  1. Click on Organization in the primary navigation bar
  2. In the sidebar navigation click on Export Data
  3. You can choose the list of just Active or All Clients. Upon clicking your option the file will immediately begin to download.
  4. You can now take you file and filter it and use it as needed. 
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