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Exporting to CSV

You can  utilizing DocketCalendar's reports feature to manage and share your legal deadlines and scheduling information. You have several options for exporting and sharing this data, tailored to suit various needs and preferences. Here's how to use these features within the context of DocketCalendar's reports:

Exporting Reports to CSV or Excel

  1. Generate Your Report: Within DocketCalendar, navigate to the section where you can generate reports based on your scheduled events, deadlines, or any other criteria you've set up.
  2. Export Options: Once your report is generated, look for the export options. DocketCalendar allows you to directly export your report to CSV or Excel formats. Choose the preferred format for your needs.
  3. Download the File: After selecting the export format, the file will be prepared for download. Download the file to your local system for further use, such as archiving, sharing via email, or printing.

Copying Raw Text for Use in Other Applications

  1. Use the Copy Button: For situations where you need to quickly transfer report data into another format or platform (such as a Word document or an email), use the Copy button provided in the reports feature. This will copy the raw text of the report to your clipboard.
  2. Paste and Format: Paste the copied text into your desired application. You may need to apply additional formatting in the destination application to achieve the desired presentation.

Pasting into Emails for a Formatted Display

  1. Select and Drag Text: Click and drag to select the text directly from the report screen within DocketCalendar.
  2. Paste into Your Email: Paste the selected text into an email. If using compatible web browsers and email platforms (like Microsoft Edge and Outlook 365 Web Email), you may see the report data displayed in a formatted or even scrollable view, enhancing readability for the recipient without requiring them to open an attachment.

This approach to exporting and sharing report data from DocketCalendar's reports feature offers flexibility in how you communicate and manage case-related deadlines and events. Whether you need a detailed spreadsheet for in-depth analysis, a quick text copy for immediate sharing, or a visually appealing format for emails, DocketCalendar provides the tools to support your workflow.

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