Export data from Onvio
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Hide expandable textThis article provides information about data that you can export from Onvio, including areas in the application where you'll see the various types of data that are available for export. Click the links in the table below for detailed information on how to export data from specific areas of Onvio.
Most of the data that you can export from Onvio is available in grids, which are lists of information formatted in rows and columns. When you export data from a grid, the result is an exact copy of the grid in a Microsoft Excel (.XLSX) spreadsheet.
To export the data in a grid, click the Export button at the top of the grid.
Note: You can export data that doesn't appear in a grid to other file formats. See the table below for more information.
The list of clients in Onvio Centre Setup > Clients is in a grid. Click the Export button at the top of the Clients grid to create a copy of the list of clients in Excel. The Excel document will contain only the basic list of clients. Client information that you see when you edit a client, such as the entity type or address, is not exported to Excel.
Data available to export
| Area of Onvio | Data |
|---|---|
| Documents | You can download files saved in the Documents area. For instructions, see Download files. |
| Projects | Projects grid, Tasks grid |
| Time & Billing > Time & Expense | Grid Entry grid, Review grid |
| Time & Billing > Billing | Selection grid, Fixed Fee grid, Review Invoices grid, Late Fees grid, Statements grid |
| Time & Billing > Receipt & Adjustment | Review grid, Applied Amounts panel in a receipt |
| Reporting > Firm Reports | You can export the Firm Reports grid. You can also create and download individual reports in the list; see Firm reports for instructions. |
| Reporting > Onvio Usage | Active User Sessions grid, Login History grid, Terms and Conditions grid |
| Onvio Centre Setup > Practice | Activities grid, Clients grid, Contacts grid, Staff grid, Offices grid, Tracking Descriptions grid, Staff Rate Descriptions grid |
| Onvio Centre Setup > Templates | Service Templates grid, Project Templates grid, Fixed Fee Templates grid |
| Onvio Centre Setup > Groupings | Service Categories grid, Activity Categories grid, Staff Levels grid, Departments grid |
| Onvio Centre Setup > Billing & A/R | Bank Accounts grid, Tax Rates grid, Tax Groups grid, Late Fees grid |