Export AbacusLaw by CARET Reports to a CSV File/Excel Format

This article covers exporting an AbacusLaw by CARET report to a comma-separated value (CSV) file. CSV files can be used to view reports in a spreadsheet application (such as Microsoft Excel) for mail merges or to export data in a universal format for importing into another program.

1. Select File > Reports and select a type of report. Exporting can be performed for Matters, Names, Events, and Notes reports. The Report Control window opens.
   
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2. Click Report. The Report List window opens. Select the report to use and click Done.
   
   
3. Click Query > Query Manager. The Queries window opens. Select the query to use and click Done.
   
   
4. Click Output to. The Output To window opens. Click Data-Merge File and click Done.
   
   
5. The Merge File window opens. Select Comma-Delimited and click Done.
   
   
6. Back in the Report Control window, click Print.
   
   
7. The Enter a file name window opens. Select a file location, enter a name for the file, and click Save. Ensure that the file name ends with a .csv extension (e.g., report.csv). Without that extension, the file will NOT open properly.