Export Your Data

You can export your screen’s data in Excel, CSV, or PDF format from many places in CosmoLex including:

• Matters
• Activities
• Accounting
• Contacts
• Setup
• Dashboard (Recent Activities)

You can export your data anywhere in the system where the toolbar includes the Export icon:

Export Your Data

To export your data:

1. Use the search filter to refine your results, if desired.
2. From any screen displaying the Export icon, click Export.
   
   Export Grid Fields
   

   Export Options	Export Current Page Click the Export current page radio button. Export Multiple Pages Click Custom Export. From the From Page and To Page drop-downs, click your desired page range.
   Apply current filters	If you used search filters to refine your results in step #1, leave the box checked to retain them in your export, or uncheck if desired.
   Print Applied Filters	If you used search filters to refine your results in step #1, leave the box checked to retain them in your export, or uncheck if desired.
   Export format	From the drop-down, click Excel, PDF, or CSV format. Note When exporting the following using CSV: Bank transactions: Users can check the box to include all the split Chart of Accounts Matters: Exports all the visible data and all the custom fields linked to the Matter.
   Report Title	You can overwrite the default title, if desired.
   Description	Enter a description, if desired. This will display beneath the Report Title.

3. Once you have entered all the fields, click Export.
   The system downloads your export file in your designated format to your designated location. 

Sample Task List Export