PS Help: Practice Manager
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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.

 
Related topics

(AE) Adding job and schedule details (AE)

Job Sheet right-click menu

(AE) Updating milestones on job sheets

(AE) Using multiple updates

Milestones on the Job Sheet homepages

Adding job and assignment details

(AE) Adding job and schedule details (AE)

(AE) Adding/changing milestone statuses on jobs/schedules

(AE) Creating timesheets on the Job Sheet homepages

Assigning/reassigning bulk updates

Set or remove the target date for a job

Copying and pasting Job Sheet data

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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