Export a list of customer lien releases

  1. Open the View Customer Lien Document Logs screen.
  2. In the View field, click and select Customer Lien Releases.
  3. In the Company field, click to select one or more companies for which you want to view lien releases. If you do not select a company, lien releases are displayed for all companies.
  4. In the Customer field, click to select one or more customers for which you want to view lien releases.
  5. In the Include field, click to select whether you want to view only open lien releases, only closed lien releases, or all lien releases.
  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.