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Exporting Data from searches and lists

In @task you can export data from various searches, lists, and reports. For example, you could create a billing record. After you have created billing records, you can export them to one of several formats. @task gives you the option to export to a .tsv, Microsoft Excel, or .pdf format. This functionality is available for all lists in @task.

To export lists
1. From the Navigation Menu, click Find -> <Object> and fill in the search screens to access the object report. Alternatively navigate to the list you want to export using @task's navigation screens.
Find Billing Record
2. In any list, click the left-most boxes in the list to select the list objects that you want to export. Use keyboard controls to select multiple records.
Billing record list
3. Click the Export icon (
).
4. Select the format into which you want to export the data.
Select Export Format
5. Depending on the operating system you use, you may have the option of opening or saving the file. Use your operating system functionality to either save the file to your hard drive, or open it with the associated application.
Data in an Application