How to download a list of referred clients – Partners Help Center

The list is a full record of all your referrals. In order to download it, please follow these steps:

Log in to your Personal Area.
Select Reports from the main menu, then Clients List.
At the bottom-right of the page, you will see the options Export to: CSV | XLSX. Click on the format you would like, then follow the prompts to download.

Please note the option to export will not appear if you have no referred clients.

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

Follow the link for more about other areas of the Personal Area.

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