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To actualize a spreadsheet you will charge to aboriginal consign abstracts OUT of Caseload Manager and again acceptation it IN to Excel or Word. This walks you through every footfall of exporting out and importing in.
This is a step-by-step adviser to importing your Contacts Account into a Spreadsheet. You can use the aforementioned instructions for cases, agenda items,and staff, artlessly activate in that Hub. The blow of the instructions will be the same.
The archetype beneath shows how to accomplish a spreadsheet, which you can again use to accomplish abode labels from your Participants list. The aforementioned action can calmly be acclimated to absorb the advice into a document, such as a Mediation Agreement, Intake Form, Evaluation, Case Report, and so on. You may additionally consign your agenda items to actualize a ToDo List, your agents associates to actualize a account of trainees, and so on.
1) Activate by Clicking on EDIT, again selecting your Participants. You may accept All Bodies (these are all of your clients, not all of your staff), or you may accept a assertive bodies accumulation (such as lenders, donors, children, etc.).
2) Next a window will pop-up. This window will account all of the fields that you accept called to affectation accordant to your participants. To baddest which fields you will export, bang Baddest Fields. Check which fields you appetite included in your export, again bang Update at the bottom.
3) You may additionally clarify the items that arise in your export. To attenuated bottomward the bulk of participants you see, Bang Clarify on the account of participants, and access in your clarify criteria. Then bang Update at the basal of the window.
4) After you accept the appropriate fields selected, on the Participant Account window baddest EXPORT. The abstracts will again consign to your computer (you can change area your consign saves, about either your Desktop or your Documents).
***If you are application Microsoft Excel 2013, amuse bang actuality as Microsoft has added acceptation information.
5) Next, accessible up your Microsoft Excel. Click File, again Bang Open (Newer versions acquiesce you to bang File, again Import.).
6) Accessible up the abstracts file. It will be called Participants”YourUserId”-tab.txt. (If you exported cases, it will be “cases_____tab.txt”).
(Please Note: this is a .txt file, not an Excel file, so you ability charge to Enable All Readable Documents (Mac), or Accessible All Book Types (PC).
7) Microsoft Excel will again ask you a few questions about how you appetite your spreadsheet to appear. The absence settings should be perfect, so you may hit Next, Next, Finish. (The settings for importing are added explained below)
You will charge to hit Next,
8) Next Again,
9) and again Finish.
10) Now you accept a Microsoft Excel Spreadsheet with all of your data. You can annal this as a Back-up on your Personal Computer, or you can use this to actualize your own reports.
11) To actualize commitment labels, you can consign into Microsoft Word an use their Commitment Labels Mail Merge, or best Excel programs acquiesce you to book to labels anon from your Excel spreadsheet.
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