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export of first name.last name , preferred name

  • February 24, 2026
  • 1 reply
  • 6 views

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Hi we really need to be able to export the first name, and last name, and preferred name in any export into excel. It is needed for full identification, and we need to be able to sort by either of the 3 name identifiers.

plse advise.

thank you

1 reply

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  • Community Manager
  • February 24, 2026

Hi ​@LOUISp, have you tried following this guide to export client demographic data? This should provide you with what you need.