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How to Export Data from Cosmolex

Matters Export

  1. Click "Matters" on the left sidebar

  2. Remove the "Status = Active" filter
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  3. Click "Export"

  4. Adjust Export format to "CSV (.csv)"
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  5. Click "Custom Export"

  6. Click "To Page" and choose the last available page

  7. Click "Export"

Contacts

  1. Click on Contacts

  2. Click Address Book

  3. Remove the "Status = Active" filter

  4. Click Export above the list of Contacts

  5. The Export Grid will open

  6. Select Custom Export and select all pages (if left blank will only export the first page of the listing)

  7. Change Export Format to CSV

  8. Click Export

Time Entries

  1. Click Activities > Time/Expense

  2. Click Export above the list of Time Entries

  3. The Export Grid will open

  4. Select Custom Export and pick the page range

  5. Select "Unbilled" from the options available

  6. Change Export Format to Excel (.xls)

  7. Click Export

Accounts Receivable

  1. Click Reports > Accounting (Matters) > Accounts Receivable

  2. Select All Dates unless otherwise requested/needed

  3. Once your filters are set, to preview the report, click the View button at the top right of the window

  4. In the Print As field select Excel(.xls)

  5. Click Download

Calendar

  1. Click on Activities

  2. Click Calendar

  3. Click Details

  4. Click Export

  5. Select Custom Export and choose the pages you want to export as well as the format (CSV)

  6. Click Export

Matter Notes

  1. Click on Matters

  2. Click into any Matter

  3. Click Notes

  4. Click Export

  5. Select Custom Export and choose the pages you want to export as well as the format (CSV)

  6. Click Export

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