Exporting Data

Some Sandata EVV modules have an Export Data dropdown in the upper right of the screen. You can use this as a reporting method. 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. Apply filters that you want to report on.
2. Open the EXPORT DATA dropdown.
3. 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).