There's various types of data in PracticePanther that you have the ability to export. Whether it be for reports, Progress Lists, or complete backups of your Contact and Matter files for safekeeping. All of these are always available for download at a moments notice. 

In general you're able to export reports and most lists in the software as excel or PDF with the export options to the top right hand corner of the list view. This also applies to lists seen within Contacts and Matters in the software. 

Note: To export all of the data in your Contacts/Matters files in the Excel format, make sure to select the "All" option. Clicking on "List" will only export the columns that are shown.


To start exporting reports and other data in PracticePanther, click on the shortcuts below: 

Contacts

Matters

Activities 

Time Entries

Expenses

Payments

Invoices

Flat Fees

Items

Reports

For info on exporting specific types of data, see the articles below: 

How do I export all the tax collected from invoices?

How do I export totals only when running reports?

Enjoy!

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