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Export data from Onvio

This article provides information about data that you can export from Onvio, including areas in the application where you'll see the various types of data that are available for export. Select the links in the table below for detailed information on how to export data from specific areas of Onvio.
Most of the data that you can export from Onvio is available in grids, which are lists of information formatted in rows and columns. When you export data from a grid, the result is an exact copy of the grid in a Microsoft Excel (XLSX) spreadsheet.
To export the data in a grid, select the
Export
 button at the top of the grid.
note
You can export data that doesn't appear in a grid to other file formats. See the following table for more information.
Example
The list of clients in Onvio Center
Setup
, then
Clients
 is in a grid. Select the
Export
 button at the top of the Clients grid to create a copy of the list of clients in Excel. The Excel document will contain only the basic list of clients. Client information that you see when you edit a client, such as the entity type or address, is not exported to Excel.

Data available to export

Area of Onvio
Data
Documents
You can download files saved in the Documents area.
Internal use only
The
Documents Export
 tool is available to firms who want to export all their documents. The utility can be accessed only with a provided link; it is not searchable within help and support. This utility should be used for firms who are leaving Onvio; we do not recommend using this to back up data and it should not be run regularly or repeatedly.
Projects
Projects grid, Tasks grid
Time & Billing
Time & Expense
Grid Entry grid, Review grid
Time & Billing
Billing
Selection grid, Fixed Fee grid, Review Invoices grid, Late Fees grid, Statements grid
Time & Billing
Receipt & Adjustment
Review grid, Applied Amounts panel in a receipt
Reporting
Firm Reports
You can export the Firm Reports grid. You can also create and download individual reports in the list.
Reporting
Onvio Usage
Active User Sessions grid, Login History grid, Terms and Conditions grid
Onvio Center Setup
Practice
Activities grid, Clients grid, Contacts grid, Staff grid, Offices grid, Tracking Descriptions grid, Staff Rate Descriptions grid
Onvio Center Setup
Templates
Service Templates grid, Project Templates grid, Fixed Fee Templates grid
Onvio Center Setup
Groupings
Service Categories grid, Activity Categories grid, Staff Levels grid, Departments grid
Onvio Center Setup
Billing & A/R
Bank Accounts grid, Tax Rates grid, Tax Groups grid, Late Fees grid
Onvio Tax
You can export the grid on the Projects screen. You can also create PDF copies of tax returns.
Onvio Trial Balance
You can export the grid on the Projects screen.
Onvio Trial Balance project
Binder
 tab
You can download workpapers or folders.
Onvio Trial Balance project
Trial Balance
 tab
You can export the list of accounts and account balances.
Onvio Trial Balance project
Reporting
 tab
You can export the Reports grid. You can also create copies of reports.
Guided Assurance
You can download workpapers or folders from the Binders tab in a Guided Assurance project.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff