How to search, filter and export clients
To find a client in Rabbit Invest, open Clients and type a name or PAN in the search box. Filter by invested amount, AUM, status or income to narrow the list. To export, use Actions, then Download, to save every client as a CSV file.
Steps
Open Clients from the sidebar
Your full client list.
Type a name or PAN in the search box
Find any client in seconds.
Filter by invested amount, AUM, status or income
Narrow the list to the clients you need.
Use Actions, then Download
Export every client as a CSV file.
If something does not work
Can I export only some clients?
Apply your filters first, then download. Use Actions for the clients you have ticked.
