kestes
Level 1
12-02-2022
06:27 AM
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Is there a way to run report that results in a csv or other file type that can be opened or converted to a spreadsheet? We seem to only be able to print a paper copy and see no option to save or download the report?
Level 15
12-02-2022
09:19 AM
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A .csv of a clients tax return itself? no.
You can export a Homebase View or Export a list of Contacts to .csv though.....your options are shown under the Homebase menu on the toolbar.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
You can export a Homebase View or Export a list of Contacts to .csv though.....your options are shown under the Homebase menu on the toolbar.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
kestes
Level 1
12-02-2022
01:12 PM
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This is not a tax return , it is a Lead Schedule by Category Report in Asset Manager.
Level 15
12-02-2022
03:24 PM
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You posted under ProSeries, I missed the FAM at the bottom. I dont anything about asset manager, sorry. You may want to edit the title to include FAM, so someone familiar with it sees it quicker.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪