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Reports

Export Client Profile Data

If you have multiple clients in Tracker, you can export all of their company profiles to the same spreadsheet so you can keep a consolidated list of all client information.
To run the Client Profile Data Export:
  1. Sign in to Tracker but do not select a company.
  2. Click
    Export Client Profile Data
    .
  3. Click
    Save
     to save the file outside of Tracker. Click
    Open
     to view the report.

Client Profile Data Export Details

The following fields are included in the client data profile export:
  • Company Name
  • Tracker Coordinator
  • Tracker Coordinator Email
  • Tracker Coordinator Phone
  • Backup Tracker Coordinator
  • Backup Tracker Coordinator Email
  • Backup Tracker Coordinator Phone
  • UTBMS Litigation Task & Activity Codes
  • UTBMS Patent Task Codes
  • UTBMS Trademark Task Codes
  • UTBMS Project Task Codes
  • UTBMS Bankruptcy Task Codes
  • UTBMS Expense Codes
  • Fiscal Year
  • Accruals Module (Posting Unbilled Amounts)
  • Accruals-Frequency of Accrual Periods
  • Accruals-When Due
  • Accruals-LF Input Start Date (months 1-11) (if data due)
  • Accruals-LF Input Due Date (months 1-11) (If data due)
  • Accruals-LF Input Start Date (month 12) (if data due)
  • Accruals-LF Input Due Date (month 12) (if data due)
  • Dept Budget Module
  • Dept. Budget-When Due
  • Reforecasts-When Due
  • Budgets & Status Reports-LF Input Start Date (months 1-11)
  • Budgets & Status Reports-LF Input Due Date (months 1-11)
  • Budgets & Status Report LF Input Start Date (month 12) (if data due)
  • Budgets & Status Report LF Input Due Date (month 12) (if data due)
  • Matter Types with Periodic OC Evaluations Required
  • Matter Types with Closure OC Evaluations Required

This article applies to:

  • Product: Legal Tracker
  • Subject: Export
  • Audiences: Firm