Exporting Your Data Out of TrustBooks

Overview

This tutorial will walk you through exporting your data out of TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Build Custom Reports link under the Reports section.

The Reports page is displayed.

3. Take the default settings to show all data.

4. Click the Export button.

A CSV download window will appear.

Notes: 

Depending on your Internet browser settings the CSV may just download within the existing window versus opening in another window.

Geek Alert: A CSV is a comma separated values file, which allows data to be saved in a table structured format. This data can be opened in a spreadsheet program such as Excel or imported into database that supports CSV imports.