Exporting a List of Active Matters
Overview: This article will give you the steps to export Active Matters into Excel.
- From the Navigation Pane select View Clients and Matters List under the CLIENTS & MATTERS drop-down.
- The View Clients and Matters List page will open. Scroll to the bottom of the page and select Export Clients & Matters List from the drop down.
- Select Run Reports.
- The Downloads box will pop-up on your screen showing the report as a CSV file. Select Open File on the CSV to view it in excel.
This will open the exported data in a spreadsheet:
To EXPORT a list of ALL clients and matters, select Export Active & Archived Clients & Matters List Report and then Run Reports.