Export data from Needles:
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Matters
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1. Go to Reports

2. Click on Case Information > Case Listings

3. Select Party Name

4. Select Status and the report will appear in the product section.

5. Click on the print button at the top of screen and select print to PDF.

6. Check the Print to file box.

7. Select Print.

8. Save under Excel with headings.
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Contacts
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1. Go to Reports.

2. Select Mailing Label and the report will appear in the product section.

3. Click on the print button at the top of screen and select print to PDF.

4. Check the Print to file box.

5. Select Print.

6. Save under Excel with headings.
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Matter Notes
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1. Go to Case Reports and click on Case Notes.

2. The report will appear in the product.

3. Click on the print button at the top of screen and select print to PDF.

4. Check the Print to file box.

5. Select Print.

6. Save under Excel with headings.