Office Therapy - How to export lists to Excel
Reference Number: AA-00479 Views: 4917 Created: 08-07-2018 03:52 pm Last Updated: 01-08-2019 12:11 pm 0 Rating/ Voters

To export client demographics, provider information, Insurance Company or client's ledger information you will want to start by adding/removing the columns from the list.  Next, you will want to export the list to Excel.  The below will guide you through on how to add/remove columns and export to Excel.  

To Add/Remove columns:

Right click on the list and select Add Column


In the Select window, all fields not in use will be listed in the Excluded column.  Fields in use be displayed in the Included Column.


To add a field, highlight the column under the Excluded column and use  to move it to the Included column.  You may use  which will move all the columns at once.



To remove a field, highlight the column under the Included column and use  to move it to the Excluded column.  You may use  which will move all the columns at once.  Once you are finished, click ok.  



Right click on the list and select Analyze with Excel


The list will open in Excel.  You may modify or save the spreadsheet.


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