How to Export to Excel
Note: Not all projects have an Export to Excel option.
- The user selects the Menu item that supports Exporting to Excel.
- The application will show a maintenance dialog for the menu item that you chose. Click the search button.
- Select it from the List Panel and press Edit.
- The item Maintenance screen will pop up. Click the Export button to export the current item.
- Click the Save button.
- Congratulations you’ve exported a record to Excel.
Importing from Excel
Note: This walk through starts from Step 4 of Exporting to Excel.
- The item Maintenance screen will pop up. Click the Import button to import an Excel file.
- Choose your excel csv file and click Open.
- You should now see the imported information.
