How to export & download data from Filevine
https://support.filevine.com/hc/en-us/articles/360004186851-How-to-Export-Reports-to-Excel
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Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before exporting your information from Filevine, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not confident, it is recommended that you consult with your SmartAdvocate representative before proceeding. |
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Please note: The process is identical for all reports; the only thing that will change is the report you are selecting. |
Contacts
Please navigate the Report Builder through the Menu > My Reports > Build Reports.
On the right hand of the page, select List of Contacts for all Contacts or List of Clients for Clients only.
By default, the report builder will include relevant columns; you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or the left arrow to subtract those fields
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6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin downloading to your computer.
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Matters:
Please navigate the Report Builder through the Menu > My Reports > Build Reports.
On the right hand of the page, select List of Projects.
By default, the report builder will include relevant columns; you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or the left arrow to subtract those fields.
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6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin downloading to your computer.
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Notes:
Please navigate the Report Builder through the Menu > My Reports > Build Reports.
On the right hand of the page, select List of Notes.
By default, the report builder will include relevant columns; you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or the left arrow to subtract those fields.
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6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin downloading to your computer.
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Tasks:
Please navigate the Report Builder through the Menu > My Reports > Build Reports.
On the right hand of the page, select List of Tasks.
By default, the report builder will include relevant columns; you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or the left arrow to subtract those fields.
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