Export a list of customer lien notices

If you use grid setting to customize the way the data is displayed, the data will be exported the way it is displayed.
  1. Open the View Customer Lien Document Logs screen.
  2. In the View field, click and select Customer Lien Notices.
  3. In the Company field, click to select one or more companies for which you want to view lien notices. If you do not select a company, lien notices are displayed for all companies.
  4. In the Customer field, click to select one or more customers for which you want to view lien notices. If you do not select a customer, lien notices are displayed for all customers.
  5. In the Include field, click to select whether you want to view only open lien notices, only closed lien notices, or all lien notices.
  6. Click Retrieve.
    Tip: You can filter the data in a column. Click in the filter row to select the filter operator. Then, enter the filter criteria or click to select the filter criteria from a list of valid values. To clear the filter criteria, mouse over the filter row and click .
  7. To specify the file type for the export, do one of the following:
    • To export the list to Excel, click next to the Export button and select Excel.
    • To export the list to a tab-delimited file, click next to the Export button and select Text file (Tab Delimited).
  8. Navigate to the folder where you want to save the file.
  9. In the File Name field, enter a file name for the exported file.
  10. Click Save.
  11. Click OK.
    Note: If you opted to export the list to Excel, the Excel file automatically opens if you have Excel installed.