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Exporting List Views

Learn how to export your expiration/contact item list view to an Excel spreadsheet or PDF.

Overview

The Export feature in Expiration Reminder lets you export expiration or contact records to an Excel file or PDF for your records. To export a list, navigate to Expirations or Contacts, apply any filters, and click the Export icon to choose your format.

This is especially helpful when:

  • You’ve reached your Expiration Limit and need to export archived expirations.
  • You want to share or archive a snapshot of your current expiration or contact data.
  • You need to generate a report for a specific Location or Document Type.

Steps to Export Your List:

  1. Access the List View:

    • Navigate to Expirations (or Contacts) from the top menu.
    • Optionally apply filters to narrow down the records you want to export, or leave filters blank to export the full list.

  2. Export the List:

    • Click the Export icon located on the right-hand side of the list view.
    • Choose your preferred export format: Excel or PDF.


Note: The Export feature is available for both Expiration List views and Contact List views.

Creating Custom Reports from List Views:

To generate more detailed reports, customize your list view by adding additional fields before exporting:

  1. Create a Custom List View:
    • Use the "Select Fields to Display" option to add more fields to your list view.
  2. Export Your Custom Report:
    • Once your custom view is set up, follow the same export steps above to generate your report as an Excel file or PDF.

For more information on creating custom list views, see: