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Print and export the client list in e-Form RS

Make sure you're assigned to a permission group that has
Export Client List to Spreadsheet
 enabled.
First, you need to export the client list to an Excel file. After you've created the file, you can print or customize the list, using standard Excel features to add, delete, edit, or sort data.
To export and print the client list:
  1. Select
    My Clients
     from the
    Clients
     menu, then select
    Export to Spreadsheet
    .
  2. Select
    Print
     from the Excel spreadsheet menu to print. Or, you can save the file to your computer, edit the client list and save changes before printing it.
    • You can edit and change the sort order of the client list before you export it by applying filters to narrow the list to the required information.
    • You can add or remove columns on the list using the Column Chooser.

This article applies to:

  • Product: e-Form RS
  • Subject: Print, Export

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