How to Export Data from Firm Central | PracticePanther Help Center

To export Matters:

1. Click Matters

2. Click Export Matters

To export Contacts:

1. Click Contacts

2. Click Export Contacts

To export Unbilled Time Entries:

1. Click Reporting

2. Click Time by User

3. Select all users.

4. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.

5. Select CSV from the dropdown on the far-right side of the page.

6. Click Export

To export Unbilled Expense Entries:

1. Click Reporting

2. Click Expense by Matter

3. Select all matters.

4. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.

5. Select CSV from the dropdown on the far-right side of the page

6. Click Export

To export Accounts Receivable (Outstanding Balances)

1. Click Reporting

2. Click Accounts Receivable

3. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.

4. Select CSV from the dropdown on the far-right side of the page.

5. Click Export

To export Calendar Entries:

1. Click Calendar

2. Ensure that any relevant users are checked on the left side of the page.

3. Click Export Calendar

4. Provide Date Range - This is limited to 365 days so you may have to run the report multiple times.

5. Select CSV from the dropdown on the far-right side of the page.

6. Click Export.