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 |
Grid Entry grid, Review grid | |
Selection grid, Fixed Fee grid, Review Invoices grid, Late Fees grid, Statements grid | |
Review grid, Applied Amounts panel in a receipt | |
You can export the Firm Reports grid. You can also create and download individual reports in the list. | |
Active User Sessions grid, Login History grid, Terms and Conditions grid | |
Activities grid, Clients grid, Contacts grid, Staff grid, Offices grid, Tracking Descriptions grid, Staff Rate Descriptions grid | |
Service Templates grid, Project Templates grid, Fixed Fee Templates grid | |
Service Categories grid, Activity Categories grid, Staff Levels grid, Departments grid | |
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. |
tab | You can download workpapers or folders. |
tab | You can export the list of accounts and account balances. |
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. |
Related Content
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Export files from the Documents area
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