Printing Reports

[kestes]

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?

[Just-Lisa-Now-]

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.

[kestes]

This is not a tax return , it is a Lead Schedule by Category Report in Asset Manager.

[Just-Lisa-Now-]

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.