In the Clients, Documents, Jobs or Tasks lists, you can Export the information that is currently displayed as a .CSV file (Comma Delimited) which you can then open in Excel.
If you are using the Beta release of New Lists, and you have New Lists enabled, the Jobs lists can also be exported as an .xlsx file which can then be opened in Excel.
Exporting a List
- Display the Clients, Documents, Jobs or Tasks list that you want to export.
- The Export will include the columns and the data that is currently displayed in the list.
If required, first add or remove any columns, make any searches, and set any filters and sort sequence. The columns are exported in a set order, but if you need these in a different order you can change this in the file that is exported.
- Click the View Tools button which is at the end of the column headings, on the right-hand side of a list.
Note: The View Tools are not available if an item is checkmarked to select it in the list.
In the Documents lists, the View Tools display as follows. Select the CSV Export option.
For Jobs lists, this also includes the option Excel Export.
In Jobs and Tasks lists if New Lists are not enabled, the View Tools displays as follows. Select the Export option.
The .file is added to a folder locally and a link to the downloaded file also shows at the bottom of your browser.
This folder the exported list is added to can be specified in your browser settings (for example, in Chrome this is under Settings - Advanced - Downloads). The default for this is usually your Downloads folder. In the browser settings you can also set whether or not a prompt displays to select the download location (for example, in Chrome, this is the setting "Ask where to save each file before downloading").
You can export up to 10,000 rows. If there are more than 10,000 rows the following message displays. You will need to change what is currently displayed in the list, for example by applying a search or a filter.