Download the clients report
Last updated 29 April 2026
The clients report is a CSV download of every viewer on your account, with their assigned journeys, current progress, and status. Use it for management reporting or to track activity by system user.
Walkthrough
Steps
- Open Analytics from the left-hand navigation.
- Apply any dashboard filters you want — for example, a date range, topic, or system user.
- Click Download Clients Report. Money Alive Office produces the CSV and saves it to your browser's downloads folder.