Is there a way to export the information listed on the E-file center to excel? E.g. I want to see things like, Name, EF Status, if there is a balance due, etc.

[brandon]

I know how to export client information from the HomeBase view but it doesn't provide me with all the information I want to see. Is there a way to export different info like all the columns from the EF Center? Specifically, I want to sort by preparer, balance/refund due, and e-file status, etc.

[Just-Lisa-Now- · Accepted solution]

You can customize the columns in a regular HB view, then export and print....not sure if all the columns you want are available though, you'd have to look.