List Export

The List Export function will export all of the budget data displayed on the Client Budgets screen into an Excel spreadsheet.


To List Export Expense Budgets:

1.  After searching for the desired Client Budget details, click the List Export link.

2  The data will export to Excel and create a "data view" file that will download to your Download folder and also appear in the bottom left-hand corner of your screen.  Click the file name and the file will open in Excel.