Exporting Overview

It is often necessary to export data out of Caseload Manager to generate a specific report or further manipulate data. 

Typically, you may export your information from the Cases, Activities, and Calendar Hubs and your Contacts list by selecting "Select Fields" (to select the fields you want to include), "Filter" (to narrow down your results by type, people involved, date range, etc.) and "Export" (to create a text document with your data in your documents or on your dekstop, which you may then view in Excel, Word, or Access. 

Additional reporting instructions below.

Microsoft Word Mail Merge
Microsoft Excel Spreadsheets
Exporting Referral Sources
Custom Calendar Reminders
Exporting to Google Calendar
Exporting a Billables Report 
Exporting Cases and Case Data