Application Data Export

From the Report Selection Menu, click on the export button at the bottom of the screen. Then choose the File Format from the drop down list.

Overview

The application data export exports contact data plus the data stored on the Application Automation Screen.  It is designed to allow you to pass data to any form generating program which is not an Advisors Assistant partner, such as Laser App and Quik! Forms.

Using Application Data Export

To export application data, run Selection Reports or, if you only want to export a single client's data, select Current Client Reports from the Sidebar Menu.  Then choose the Export Button at the bottom of the Report Selection Menu.