Overview
You can download your client list from GydeOS yourself, as either a CSV or an Excel file. It's the one export you can run on your own — everything else is a request to Gyde Support.
Where to Find It
Select Clients in the left navigation. Above the client table you'll see a Generate Report button with a download icon.
If you don't see that button, the export hasn't been switched on for your agency yet — message Gyde Support and we'll sort it out or run the export for you.
Running the Export
Step 1: Set up the table first
The export follows what's on screen, so get the table the way you want it before you start. Use the search box and the broker filter to narrow the list, and set which columns are showing — the file contains the columns you can see, not every field on a client.
Step 2: Select Generate Report
A Generate Client Report window opens. It tells you how many clients are included and lists the columns that will be in the file, so you can check it before committing. If something's missing, close the window, adjust the table, and start again.
Step 3: Choose a format
Under Export Format, pick CSV (.csv) or Excel (.xlsx). Choose Excel if you want to open it straight into a spreadsheet and print it.
Step 4: Select Generate Report again
The button changes to Generating… while the file is built. When it's ready, it downloads to your computer on its own — there's no email and nothing else to click.
Things Worth Knowing
Stay on the page while it generates. A large book can take a little while. If you navigate away before it finishes, the export is cancelled and you'll need to start it again.
Your search and broker filter carry over to the file. If you're a principal and you've filtered to one broker, you get that broker's clients.
The file covers names, contact details and addresses — the information you'd need to work the list or share it. Cross-sell opportunity counts are shown in the table but aren't part of the file.
If it fails, you'll get an Export Failed message with a Try Again button. If it fails twice, message Gyde Support rather than retrying.
Exports We Run For You
The client list is the only export you can run yourself. Call recordings, transcripts, and campaign or communication data aren't exported from GydeOS — if you need a copy of any of those, message Gyde Support from the chat in GydeOS or email [email protected] and we'll put it together for you.