As a Collaborati administrator, you can print or export certain data to Excel, or generate a PDF.
To print or export data, navigate to any list/data grid view for Invoice, Client, Timekeeper, Rate Request, Matter, Budget, or Budget Request table grid and select the appropriate option. The Print, Excel, and PDF buttons are located under the Search Filter section.
The Excel option only exports the data currently shown on the table, which may be limited to a certain amount of entries. Change the amount of entries shown by selecting a number from the "Show ___ entries" drop-down at the bottom left side of the page.
Print or Export Matter Table