To locate your customer list, select Customers on the left navigation bar of your HCP account.

Some columns in the lists can be sorted in ascending or descending order. You will see an Up or Down arrow next to the name of the columns that can be sorted. You can click the up or down arrow to sort the column.

You can use both the Filter button and the Edit columns button to the right of the search bar to change your table display.

Using the Filter option will allow you to hone in your search based on criteria like Events, Tags, Status, Lead source, Lifetime value, Customer type, and Notifications enabled.

Edit columns will allow you to adjust the data being displayed in your list by checking or unchecking the box next to the data field to remove or display columns.

Finally, you can click the Actions button and then select Export from the dropdown to export and create an Excel version of your list.