Export to Excel

How to Export to Excel

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