You can export your screen’s data in Excel, CSV, or PDF format from many places in CosmoLex including:
- Matters
- Activities
- Accounting
- Contacts
- Setup
You can export your data anywhere in the system where the toolbar includes the Export icon:
Export Your Data
To export your data:
- Use the search filter to refine your results, if desired.
- From any screen displaying the Export icon, click Export.
- On the Export Grid, in the Export Options section, take the appropriate action:
- 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.
- Export Current Page
- If you used search filters to refine your results in step #1, leave the Apply current filters and Print Applied Filters boxes checked to retain them in your export, or uncheck them if desired.
- From the Export format field’s drop-down, click Excel, PDF, or CSV format.
- In the Report Title field, you can overwrite the default title, if desired.
- In the Description field, enter a description, if desired. This will display beneath the Report Title.
- Click Export.
The system downloads your export file in your designated format to your designated location.