How do I download my list of referred clients? – Partners Help Center

Here's how to download a list of your referred clients:

Log in to your Partner Personal Area (PPA).
Select Reports from the main menu, then Clients List.
At the bottom right of the page, you will see the option Export to: CSV | XLSX. Click on the preferred format and then follow the prompts to download.

The option to export will not appear if you have no referred clients.

CSV is a text-based file format that is compatible with Notepad. XLSX is a cell-based file format, compatible with Excel.

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