Managing Your Account
Accounting & Financials
How to Export Your Case Information
Easily export Case, Payment, Goods & Services, and Event Information!
If you ever need to export your information, here's how to do it!
From the Cast Listing Widget on the Dashboard Page, select the Export Cases icon.
Then choose the information you would like to export and click Export.
Note: Each category will need to be exported separately!
Your file will begin downloading.
And that's it! You can now use your .csv file.
Note: All exports download as a .csv file which can be used with Excel.
Need Help? Email us at firstname.lastname@example.org or call 1-800-692-5111!