The standard client list export in AdviserLogic does not include client categories.

To include these, you need to use the Segment Report module, which allows you to customise fields and generate detailed client reports.

You can access the Segment Report module from the main navigation menu in AdviserLogic. Ensure you have the necessary permissions to generate and export reports.

To export a client list with categories, start by opening the Segment Report module within AdviserLogic.

Once inside, create a new report and proceed to the setup screen. In the report setup, choose the fields you want to include, such as client name, contact details, and client category.

Adjust any filters as needed to refine the list. After customizing your report, generate it by selecting the appropriate output option.

Finally, export the report to your preferred format, such as Excel or CSV, for further use.