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MENU: TOOLS > IMPORT / EXPORT DATA > EXPORT DATA
eForms Standard & Enterprise Only
QuickHelps Video - Export Reports
The Export Data tool lets you export data from any slip type for any company in the current database to a CSV format file. To make the most efficient use of this feature, Microsoft Excel must be installed on your computer. If Microsoft Excel is not installed the Export file will contain all data fields; regardless of whether or not they contain data.
Company and Type of Slips
Select the company containing the slips to be exported. The Export Data tool exports data for a single company at a time.
Type of slips to export
Select the type of slip to be exported from the drop-down list. Only one type of slip can be exported at a time; all data for that type will be exported.
Once both the above selections have been made, the Export button will be activated. Click on this button to provide a name for the output file and begin the export. If you specify a filename that already exists it will be overwritten. Data in the eForms database will not be altered. The export file can then be opened in your preferred spreadsheet program for further manipulation.