All guides, by feature
Export your client list
Switch the client list to Table and press Export to download a CSV of the clients shown.
Before you start
- Who can do this
- Anyone at your agency
- Where in Orbit
- Sidebar › Workspace › Clients
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Clients and switch to the Clients tab.
Choose Table in the view switch.
To export only some clients, pick a service chip, such as “PPC · 4”.
Press Export.
When it worked
Your browser downloads clients.csv with each client’s name, slug, services, campaigns, 30-day spend, change in spend, last sync and health. Health is written as ok, warn or err.
How it works
Explainer: The client list’s columns
The Table view shows each client’s spend, campaigns and data health over the last 30 days. The Grid view shows contacts, accounts, documents and setup progress instead.
| Column | What it shows |
|---|---|
| Client | The company name, with its slug underneath. |
| Services | The first two services, then “+N” for the rest. |
| Campaigns | Campaigns with any data in the last 30 days, across the client’s ad accounts. |
| Spend (30d) | Total spend from the client’s ad accounts over the last 30 days, including today. Shown as $950, $12.4k or $1.25M. |
| Δ | How 30-day spend changed against the 30 days before, as a percentage. Green when up or flat, red when down. |
| Last sync | The most recent finished sync across the connections behind the client’s ad accounts, such as “3h”. |
| Health | Whether that data is current: Healthy, Stale data or Sync failed. |
- Sort by Client, Campaigns, Spend (30d) or Last sync by selecting the column header. The list starts sorted by spend, highest first.
- “—” means there’s nothing to show, such as no spend in the period. Δ shows “—” when the 30 days before had no spend.
- Days are counted in UTC.
- The header counts active and inactive clients, such as “12 active · 1 inactive”.
- Each Grid card counts Contacts, Ad Accts, Docs and Dashboards, with a setup bar underneath. Search clients… matches client names.
Explainer: Client health: Healthy, Stale data and Sync failed
The Health column checks every connection behind a client’s ad accounts. One failed sync makes it Sync failed; data more than a day old makes it Stale data.
Sync failed outranks Stale data: if one connection failed and another is stale, the client shows Sync failed.
| Badge | What it means | What to do |
|---|---|---|
| Healthy | Every connection behind the client finished a sync in the last 24 hours. | Nothing. |
| Stale data | At least one connection hasn’t finished a sync in the last 24 hours, or never has. | Open the connection from Integrations and check its recent syncs. |
| Sync failed | At least one connection’s latest sync failed. | Press Retry on the Dashboard. If it fails again, reauthenticate it. |
| — | None of the client’s ad accounts come from a connection yet. | Link its ad accounts. |