Exporting FirmFlow reports

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After running a report, you can export the results as a PDF or CSV file, or open the results directly in Adobe Acrobat or Microsoft Excel. All users who have access to run a report can also export the report.

Note: From the Tracking by Deliverables report, you can export up to 200,000 rows to CSV format or to a PDF. If either of these limits is exceeded, GoFileRoom will prompt you to narrow the report criteria.

  1. Run the desired report.
  2. After the results are displayed, customize the report results.
  3. Select the columns that you want to export.
  4. Click Options and choose Export Report to create a spreadsheet, or choose Export Report to PDF to create a PDF.
  5. In the prompt that appears, click Save to save the file, or Open to open it in Excel or Acrobat.

Related topic: FirmFlow reports

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