Export data from Onvio

This article provides information about data that you can export from Onvio, including areas in the application where you'll see the various types of data that are available for export. Click the links in the table below for detailed information on how to export data from specific areas of Onvio.

Most of the data that you can export from Onvio is available in grids, which are lists of information formatted in rows and columns. When you export data from a grid, the result is an exact copy of the grid in a Microsoft Excel (.XLSX) spreadsheet.

To export the data in a grid, click the Export button at the top of the grid.

Note: You can export data that doesn't appear in a grid to other file formats. See the table below for more information.

Example

The list of clients in Onvio Center Setup > Clients is in a grid. Click the Export button at the top of the Clients grid to create a copy of the list of clients in Excel. The Excel document will contain only the basic list of clients. Client information that you see when you edit a client, such as the entity type or address, is not exported to Excel. 

Data available to export

Area of Onvio Data
Documents You can download files saved in the Documents area. For instructions, see Download files.

The Documents Export utility is available to firms who want to export all their documents. The utility can be accessed only with a provided link; it is not searchable within the Help & How-To Center. This utility should be used for firms who are leaving Onvio; we do not recommend using this to back up data and it should not be run regularly or repeatedly.
Projects Projects grid, Tasks grid
Time & Billing > Time & Expense Grid Entry grid, Review grid
Time & Billing > Billing Selection grid, Fixed Fee grid, Review Invoices grid, Late Fees grid, Statements grid
Time & Billing > Receipt & Adjustment Review grid, Applied Amounts panel in a receipt
Reporting > Firm Reports You can export the Firm Reports grid. You can also create and download individual reports in the list; see Firm reports for instructions.
Reporting > Onvio Usage Active User Sessions grid, Login History grid, Terms and Conditions grid
Onvio Center Setup > Practice Activities grid, Clients grid, Contacts grid, Staff grid, Offices grid, Tracking Descriptions grid, Staff Rate Descriptions grid
Onvio Center Setup > Templates Service Templates grid, Project Templates grid, Fixed Fee Templates grid
Onvio Center Setup > Groupings Service Categories grid, Activity Categories grid, Staff Levels grid, Departments grid
Onvio Center Setup > Billing & A/R Bank Accounts grid, Tax Rates grid, Tax Groups grid, Late Fees grid
Onvio Tax You can export the grid on the Projects screen. You can also create PDF copies of tax returns; see Create e-files, PDFs, or Onvio copies of tax returns for instructions.
Onvio Trial Balance You can export the grid on the Projects screen.
Onvio Trial Balance project > Binder tab You can download workpapers or folders; see Binder overview for instructions.
Onvio Trial Balance project > Trial Balance tab You can export the list of accounts and account balances; see Import and export trial balance account information.
Onvio Trial Balance project > Reporting tab You can export the Reports grid. You can also create copies of reports; see Reports for Onvio Trial Balance for instructions.
Checkpoint Engage You can download workpapers or folders from the Binders tab in a Checkpoint Engage project; see Binder overview for instructions.

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