The ComplyCube Web Portal lets you download your client data in CSV format with one click.
Steps to download clients data in CSV format:
- Log in to the portal with permission to export client data.
You can learn more about our user roles and permissions.
- Click on the 'Clients' tab from the top navigation bar.
- On the Clients page, click on the 'EXPORT' button. This will download all client data in CSV format.
You can apply filters before exporting the CSV report to refine your selection. This way, only clients that meet your filtering criteria will be exported into the CSV file.