Within the Contact Involvement Tab, the current view can be exported.
NOTE: You must have at least Enabled permissions to Provider > Involvement Tab.
The Involvement Tab can be exported as a PDF, Excel, or CSV file.
To export the Involvement Tab:
Select the desired view (Cases or Intakes).
Customize your Search or Filters, if desired.
Adjust columns and column order, if desired.
Click the Export icon above the grid and choose between PDF, Excel, or CSV.
Export PDF
When PDF is selected, the Export Options window will display. The Title field will default to Contact "[Last name], [First name] – Case Involvement" for Case or Contact "[Last name], [First name] – Intake Involvement" for Intake. Refer to this Export KB for more information about each field.
Export Excel
When Excel is selected, a progress banner will display.
Click the Excel file from your downloads button on your browser to open the exported Involvement as an xlsx file in your Microsoft 365 Excel desktop.
Export CSV
When CSV is selected, a progress banner will display.
Click the CSV file from your downloads button on your browser to open the exported Involvement as a csv file in your Microsoft 365 Excel desktop.
