Printing and exporting the List

From within any Client or Caregiver list, you can print the list or export it to a spreadsheet file.

Print the list

Just go to the File menu and click Print List. You will get a dialog box with options to control whether you include addresses, phone numbers or just names.

Figure 53: Print options for a Client List

If you use the Preview in Word button, you can see and edit the list before printing. This can be handy if you want to adjust margins or fonts before printing. You can see a sample Client List printout, including address & phone, in the Sample Reports section of this guide.

Export the List

You can export most lists just by clicking on the File menu and selecting Export List to spreadsheet...

For more about export options, see the section called Export to Spreadsheet.

Figure 54: Export the Client List to spreadsheet