Print Memos and Export to Excel

Print Memos and Export to Excel

  1. From your Memos on the Diary screen, click on “File”, scroll across on “Print” and then select “Memos”

  1. In the new box that appears, set your reporting criteria as desired

  1. Once the report has populated, you can either view and print in its original PDF-style or export it to Excel. To export it to Excel, click on the Envelope button in the top left of the completed report.
  2. In the new box, set “Format” to ‘Excel 8.0 (XLS)’ and ensure “Destination” is set to ‘Disk file’, as seen below

  1. Once you click “OK” the report will be exported into an Excel spreadsheet.

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