Export Smokeball data

Learn how to generate a .csv or .pdf file of all your contacts, matters, and clients, or in some cases, your matter documents and files as well.

Use the Contact Export Report

1. Select Reports from the left menu.
   
2. Select Contact Export from the drop-down menu.
3. Select the Floppy disk icon and then select CSV (comma delimited) or PDF.
4. Once the file has been downloaded, select Open file. Alternatively, you can open it later from your computer's downloads folder.
    

Exporting CSV Files of your Matters and Clients

1. Select Reports from the left menu.
2. From the drop-down menu, select Matter - Full List (to export matters) or Clients - Full List (to export contacts).
   
3. Use the filters to drill down on the data further, then select View Report, located on the right-hand side.
   
4. Select the Floppy disk icon and click on CSV (comma delimited).
   
5. Once the CSV has been downloaded, select Open file. Alternatively, open it later from your computer's Downloads folder.