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Exporting data to Microsoft Excel

Practice Manager only

Export to Excel enables you to export information displayed on the Job Sheet homepage to Microsoft Excel.

Milestone comments are not exported. Only job notes are exported.

To export to Microsoft Excel
  1. Right-click the Job Sheet homepage and deselect Use Icons. The date view for milestones is displayed.

  2. Right-click the Job Sheet homepage and select Export to Excel. Microsoft Excel opens with the information from the Job Sheet displayed in a spreadsheet.

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