There should be a Download CSV option in the Clients list view. I have customized what information I need to see, why can't I then just download the complete list showing those items? It's the only tab that doesn't allow for that.
Please provide the option to export the client list with customizable grid options as a CSV directly from the clients tab rather than running the Client Detail Report as this report does not function in the manner needed
Oh, and please no to making it an export in the form of a PDF. That's the most useless of formats for accessing information. A CSV file is what it would need to be to be useful.
I understand there is some concern this could lead to patient poaching. At our practice we wouldn't consider that a large concern, and would much prefer the usefulness of being able to export the client list. At a very basic level, I notice that there are fields in the client list that are not available in any other report, even for someone with administrator access to the demographic export functions. So I would like to advocate for, at minimum, administrator access to the ability to export all the fields available in the client list.
