PracticeWorks: How to Create a Field Export Document in PracticeWorks

Document created by tiffanym Employee on Aug 24, 2017
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Goal:

 

A user wants to export data from PracticeWorks into Excel in the form of a field export, a .CSV file, or a comma-delimited file.

 

Solution:

 

Follow the steps in the attachment entitled "How to Make a Field Export for a Lives With."

 

Additional Information:

 

Instructions on how to open a .CSV file are also attached to this article.

The same process can be used for exporting many other different types of information.

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