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Excel Export?

_angie
Level 1

When generating a report on clients, are we able to do so as an excel sheet, instead of a pdf? I've tried converting the pdf to excel afterwards and the formatting isn't that great. Thanks!

2 Comments 2
_angie
Level 1

Hi All - nvm, I've figured it out. In the clients tab, you can 'Export to file...' and choose the parameters you want displayed on the report. 😅

And you can get it as a comma-separated file, or as fixed-length text.  They each have their uses.

 

Robert Kirk

LTUGtools