Exporting Data

Some Sandata EVV modules have an Export Data dropdown in the upper right of the screen. This is an alternative to running a report. After applying any needed filters, you can use the Export Data dropdown to quickly export search results such as client, employee, or visit maintenance information to a downloadable file. 

1. Open the EXPORT DATA dropdown.
2. Select the format to use for the export. The exported file will download to your browser.   

                                                       

Note: The formats available for export vary by module, and may include CSV, Excel, and Adobe Acrobat (PDF).