Send Lists to Excel
Document Actions
The Send to Excel
button appears near the right end of the toolbar at the top of each
Time Matters list.
If the button does not appear
on your lists, you can add it. Go to: File | Setup | General | User
Level | Lists | Select List Type | Set List Options | List Toolbar.
Find Send
to Excel in the left-side
list of buttons. Double-click on it to move it over to the right-side
list of the buttons that will appear on the list.
To use the Send to Excel
button:
-
Display the records you
want to appear on a list using one of several methods:
- Click a QuickTab
-
Search for records
using the
Searchmenu or the binoculars icon -
Choose an item in the
Filterdrop-down field - Or tag individual records in the list by clicking the Checkbox with the mouse
-
Sort the records in the
order you want by clicking or double-clicking on one of the Column
Headings. For example, click
Last. -
Click the Send to Excel
button near the right end of the Toolbar above the List. If it is not
visible, click on the
>>icon to show it.
A new worksheet opens in MS Excel containing the records from Time Matters. If you tagged records, only those records will appear. If you did not tag any records, then all the records showing in the Time Matters list will appear in the MS Excel worksheet.
The records will appear in the order they appeared in Time Matters and will contain all the fields that were included in the Time Matters List.
MS Excel Worksheet created by the Send to Excel button
