> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/reports/generate-client-data-report.md).

# Client Data

**Audience:** Super Admin, Admin, Supervisor\
**Page type:** Task guide\
**Owner:** Product / Training / Support\
**Status:** Verified\
**Last verified:** 2026-04-06

## Purpose

Generate a **Client data** report and download it in **XLSX** or **CSV** format.

## Before you start

* You must have permission to generate client data reports.
* You must be on the **Reports** page.

## Role differences

* **Super Admin, Admin, Supervisor:** Can generate and download this report.
* **Clinician/Basic:** Do not use this export flow.

## Steps

1. In **Report**, select **Client data**.
2. In **Statuses**, select one or more client statuses.
3. In **Clients**, select specific clients, or leave the field blank to use **All** matching clients.
4. In **Data fields**, select specific columns, or leave the field blank to use **All** available fields.
5. Select **Apply**.
6. In the generated report card under **Reports**, open the download menu.
7. Select **Download report in XLSX** or **Download report in CSV**.

## Notes

* **Clients** and **Data fields** depend on the selected **Statuses**.
* If **Inactive** or **All** is included in **Statuses**, fields such as **Deactivation date** may be available in **Data fields**.

## What happens next

After you download the report, Compassly saves the client data file to your device and keeps the generated report card on the page.

## Related guides

* [Generate a Team Member Data Report](/compassly-docs/core-modules/reports/generate-team-member-data-report.md)


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