Firm Export Report
Use the Firm Export report to export firm data related to clients, vendors, prospects, competitors, government agencies, and any type of external business to a Microsoft Excel spreadsheet file or other file format. If the Firm Export report is not available, use the Client Export report.
- Related Topics:
- Firm Export Columns Tab
Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats for the Firm Export Report. - Firm Export Layout Tab
Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report. - Columns for Firm Export Report
You can select the columns to display on your report.
Parent Topic: Data Export Reports